Teaming Opportunity – Financial Advisor

  • Full Time
  • Remote
  • $65-$100k USD / Year

Website FRS

(2 Spots Open)

Position Highlights:

Advisor working with State Employees with a Pension-DROP- Lump sum between $200k-$1M, All have the same issue that needs to be solved.

Opportunity Details:

  • Opportunity with 15,000 School Employees making over $50k
  • Easy way to build long-term relationships
  • Ability to own a piece of a client’s assets and collect more over time
  • Ability to become an expert in high demand – 900,000 people all with the same issues
  • Access to prospects with an average lump sum of $150,00-$1,000,000 of assets at retirement that need to act to avoid tax implications

Position Requirements:

  • Securities licensed or planning to be in 6 months
  • Advisor looking to grow their practice and supplement activity
  • Good at relationship building and phone sales skills
  • Open to public speaking
  • Willing to do Joint work with Licensed Advisors
  • Willing to go through the interview and selection process

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

  • $65 – $100k

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