Teaming Opportunity – Associate Advisor

Opportunity Details:

  • Access to existing client leads from current books of business
  • Opportunity to grow recurring revenue with a path to partnership
  • Access to a strong brand and marketing resources
  • Opportunity to learn how to consult and grow with clients

Position Requirements:

  • 1+ years of experience
  • Young ambitious advisor looking to learn and grow their business
  • Must have 215 license and willing to get P&C license (preferred if they already have it)
  • Must be comfortable working with Athletes and High Net Worth clients
  • Willing to travel to events
  • Able to set appointment and hold discovery meeting

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

  • Base Salary with Bonus/Joint work splits

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