Teaming Opportunity – Associate Advisor in Fort Lauderdale Price 

Website Coastal Wealth

We'll Be Your Guide.

At Coastal Wealth, we are committed to securing every individual’s immediate and long-term financial goals. We’re searching for a qualified Associate Advisor to join us in providing a balanced combination of professional investment management and personalized financial planning. The ideal candidate shares our commitment to understand, care for, and guide financial decisions involving portfolio management, estate planning, tax minimization, risk management, budgeting, generational wealth education, charitable giving, socially conscious investing, asset purchases, and sales. As a member of our advisory team, you’ll join like-minded professionals continually focused on sharpening their skills and knowledge so we can all remain at the top of our industry.

Requirements:

  • 3+ Years of experience in Financial Services
  • Full Licensed in Life, Security & Financial Planning
  • Good Organizational Ability with excellent phone skills
  • Willing to participate in networking & prospecting events
  • Able to hold discovery meeting, collect fact finder & schedule follow up meeting.
  • Able to work with team to develop a financial plan

Opportunity:

  • Fort Lauderdale area (hybrid option available)
  • Access to joint work with multiple advisors
  • Infrastructure support provided
  • Possible existing client leads from current books of business
  • Exposure to multiple lead generation projects
  • Ability to learn from top wealth management advisor

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