Teaming Opportunity – Associate Advisor

Opportunity Details:

  • Opportunity to work with two proven fee-based financial planners
  • Professional resources in the community
  • Possible existing client leads from current books of business
  • Balanced practice of insurance and investments

Position Requirements:

  • Advisor with 2+ years of experience
  • Interested in becoming an experienced fee-based financial planner
  • Currently registered as an IAR or eager to become one in next 12 months
  • Must be organized and proficient with prospect outreach215 Licensed, Securities licensed preferred (must be willing to get in the next 6 months)

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

  • $60 – $80k

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