Teaming Opportunity – Associate Advisor

Opportunity Details:

  • Engaging and motivating work environment in a beautiful office space in Brickell
  • Opportunity to join a successful team of advisors working with high-net-worth clients using advanced insurance solutions
  • Possible existing client leads from current books of business
  • Access to infrastructure support

Position Requirements:

  • Brazilian or Latin American Background
  • Multilingual speaker preferred (English, Spanish & Portuguese)
  • Bachelors degree required
  • Financial services experience preferred
  • 215 insurance license preferred
  • Ability to prospect and build client relationships
  • Well organized, detail oriented, excellent follow through and trustworthy
  • Willing to travel (Travel covered by the company)

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

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