Teaming Opportunity – Associate Advisor

CAPS

Opportunity Details:

  • Access to training on a turn-key education seminar series focusing on college planning for parents via school clubs and societies
  • Opportunity to work with leading College Planners
  • Possible existing community leads from current books of business
  • Balanced practice of insurance and investments
  • Ability to give back to local community organizations

Position Requirements:

  • New or Experienced Advisor
  • Must have 215 and series 6 or 7 licenses (or willing to get securities license in the next 6 months
  • Must be organized and proficient with prospect outreach
  • Must be a confident public speaker and able to present to groups

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

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