Job Description
Job Description
Must be in Florida or Georgia
Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!
Compensation:
$60,000 - $70,000
Responsibilities:
- Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations
- Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
- Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Work with the existing client base and lead flow to generate new business
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact-gathering and needs analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
Qualifications:
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
- Up-to-date knowledge of the financial industry, financial products, best practices, and tax regulations is necessary
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Requires a Bachelor’s degree in finance, business administration, or related field
- Must be Series 7/6, Series 63/66 licensed and 215 licensed
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- BA, BS, and/or graduate degree or equivalent work experience required
About Company
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.