Coastal Wealth is a financial solutions firm dedicated to empowering individuals and businesses in their financial futures. As a Financial Advisor, you will partner with clients to develop personalized financial strategies and build lasting relationships to grow your client base.
Responsibilities
- 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
Skills
- 215 License Needed
- Series
- Mass Mutual Company
- Sales Experience Needed
- Must be in the Atlanta, GA area
- 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 analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
- Upside Earning Potential
- Series 7,6 and SIE preferred
Benefits
- Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
- Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
- Ongoing Development – Coaching, mentorship, and advancement opportunities.
Company Overview
Coastal Wealth provide comprehensive wealth management services. It was founded in 2016, and is headquartered in Fort Lauderdale, Florida, USA, with a workforce of 51-200 employees. Its website is https://www.mycoastalwealth.com/.