Looking for locations in Tampa, Jacksonville, Ft. Lauderdale, Coral Gables, and Miami. Are you an experienced financial advisor who thrives on providing excellent service to help your clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today! Responsibilities Work with the existing client base and lead flow to generate new business Prospecting for clients through networking and referrals Developing and maintaining long-term relationships with clients Providing financial solutions for clients through fact-gathering and needs analyses Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates Establish strong relationships with new clients as their trusted advisor and continuously identify, seek, and approach prospects Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given Gather each client’s financial information to determine financial status, cash flow, financial goals, and financial expectations Aid clients in implementing financial recommendations such as savings plans, life insurance, mutual funds, and other financial products Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives Qualifications Must be Series 7/6, Series 63/66 licensed and 215 licensed Strong interpersonal skills and customer service focus BA, BS, and/or graduate degree or equivalent work experience required Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital Excellent math skills, relationship skills, communication skills, and customer service skills are crucial Program proficiency including MS Office, Google Suite, CRM systems, and financial planning software is preferred Bachelor’s degree in business administration, finance, or related field is required Compensation $80,000 - $110,000+ About Coastal Wealth Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise. What We Offer Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations. #J-18808-Ljbffr