Teaming Opportunity – Associate Advisor

Opportunity Details:

  • Proven fee-based financial planner
  • Possible existing client leads from current books of business
  • Extremely organized advisor
  • Balanced practice of insurance and investments
  • Opportunity to acquire a book of business together
  • Access to joint work with other advisors in the office

Position Requirements:

  • Advisor with 3+ years of experience
  • Interested in becoming an experienced fee-based financial planner
  • Currently registered as an IAR or eager to become one
  • Must be organized and proficient with phoning

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

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