Teaming Opportunity – Financial Advisor

Position Highlights:

One of the Top FP advisors in FL, Expanded 401k business, enrolled 3,000 participants, needs helps engaging.

Opportunity Details:

  • Access to joint work with multiple advisors
  • Infrastructure support provided
  • Possible existing client leads from current books of business
  • Opportunity for exposure to multiple lead generation projects
  • Ability to learn from a top wealth management advisor

Position Requirements:

  • 215 Licensed, Securities licensed preferred (must be willing to get in the next 6 months)
  • Good organizational ability with excellent phone skills
  • Willing to participate in networking and prospecting events
  • Able to hold discovery meeting, collect fact finder and schedule follow-up meeting

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

  • $60 – $80k

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