Junior Financial Advisor – Boca Raton, FL

  • Full Time
  • Boca Raton, FL
  • $60,000 - $70,000 a year USD / Year

Website Coastal Wealth, A MassMutual Firm

Responsibilities

  • Serve as a primary point of contact to daily interactions with prospective and existing clients including basic inquiries, and scheduling meetings.
  • Onboard new clients, open new clients accounts in all lines of business: Managed accounts, Annuities (Variable & Fixed) and insurance
  • Monitor and follow up to ensure assets transferred on time and meet post issued requirements
  • Ensure client documents stay current and in compliance with firm’s policy
  • Assists Advisors with marketing efforts including seminars and other client-facing events.
  • Actively engages in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures.
  • Performs other duties and responsibilities as assigned

Skills

  • FINRA Licensed ( 6,7,65/66)
  • Minimum 2-3 years of industry experiences
  • Familiar with Client Relationship Software, and Goal planning software
  • Attention to detail
  • Strong ethics with a customer-oriented attitude
  • Outstanding communication skills in multiple platform ( in-person, virtual, phone, and mail)

*Salary: $60,000 – $70,000

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Disability insurance
  • Flexible schedule
  • Health insurance
  • Tuition reimbursement
  • Vision insurance

Weekly day range:

  • Monday to Friday

Work setting:

  • Office

Job Type: Full-time

Pay: $60,000.00 – $70,000.00 per year

Benefits:

  • 401(k)
  • Dental insurance
  • Health insurance
  • Paid time off

Compensation package:

  • Bonus opportunities
  • Commission pay
  • Signing bonus

Weekly schedule:

  • Monday to Friday

Work setting:

  • In-person
  • Office

Experience:

  • Financial concepts: 3 years (Required)

Work Location: In person

To apply for this job please visit coastalwealth.typeform.com.