Teaming Opportunity – Associate Advisor

Website Levanti Wealth

A Teaming Opportunity

Position Highlights:

Sam Eppy, Max Adams, Craig Eppy & Gary Ciampitti
Residency program- 1 seminar each week- Host Resident of the Year

Opportunity Details:

  • Salary based position (~$30k base) with lucrative bonus incentives (~$40-70k)
  • Opportunity to work with a proven team of fee-based financial planners & wealth management advisors
  • Access to existing client leads from current books of business and participation in marketing campaigns and seminars
  • Balanced practice of financial planning, insurance, and investments
  • Access to infrastructure support

Position Requirements:

  • Advisor with 1+ year of experience
  • Must have 215 and series 7 and 66 licenses (or willing to obtain licenses in 2-3 months)
  • Must have strong organization skills and be proficient with prospect outreach
  • Experience using a CRM
  • Must be a confident public speaker and able to present to groups

Comp Structure Details:

  • Base Salary + Bonus

Income Expectation:

  • $65 – $100k

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