Teaming Opportunity – Wealth Manager

Opportunity Details:

  • One of Coastal Wealth’s Premier Wealth Managers
  • Opportunity to call on qualified leads that helped this advisor get to $1M in revenue
  • Possible existing WMS leads from current book of business
  • Infrastructure support provided
  • Mentored by a top of the table MDRT platform speakerOpportunity with 15,000 School Employees making over $50k

Position Requirements:

  • Established advisor looking to take on smaller WMS accounts
  • Preferably located in North Palm Beach (Hybrid option)
  • Must be an IAR
  • Must be proficient in the WMS platform
  • Advisor looking to grow their book of business through multiple lead sourcesSecurities licensed or planning to be in 6 months

Comp Structure Details:

  • Joint Work Splits

Income Expectation:

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