Teaming Opportunity – Associate Advisor

Opportunity Details:

  • Opportunity to work with veteran financial planner running a well-balanced practice
  • Access to existing client leads from $100 million AUM Life, Annuity & Wealth Management book of business with potential for additional Planning, Life and Investment opportunities
  • Leveraging existing turn-key systems and process and participate in future infrastructure growth
  • Access to future path to partnership and/or business succession plan

Position Requirements:

  • Advisor with 2+ years of experience and generating a minimum of $50,000 revenue
  • Currently securities registered (at least Series 6) and sitting for Series 7 in the next 6 mo
  • Must have Life and Health licenses
  • Must be organized, proficient with prospect outreach, and able to hold an introductory client meeting
  • Exposure to Medical Professionals, Business Owners and Special Needs markets preferred
  • Pursuing industry designations (ie RICP, CFP) preferred
  • Demonstrates an interest in community involvement

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

  • $50,000-$80,000

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