Personal Financial Advisor @ Coastal Wealth | Jobright.ai
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Coastal Wealth · 7 hours ago

Personal Financial Advisor

positionUnited States
timeFull-time
remoteRemote
seniorityEntry Level
money$55K/yr - $60K/yr
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Financial Services

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Responsibilities

Financial Advisor assists senior advisors and financial planners in delivering financial planning and investment services to clients.
They play a key role in supporting client relationships, performing research, and helping to create financial strategies.

Company

Coastal Wealth

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Coastal Wealth provide comprehensive wealth management services.
dateFounded in 2016
location
Fort Lauderdale, Florida, USA
people-size51-200 employees
web-link
https://www.mycoastalwealth.com/

Funding

Current Stage
Growth Stage

Leadership Team

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Erica Silverstein
Administrative Partner at Wealth Solutions Partners
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Luis Hernandez (Wicho)
Partner
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Company data provided by crunchbase
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