We are seeking an experienced financial advisor to assist clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!
- 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 analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
- Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
- Customize financial plans for each client based on potential life changes and changing financial needs
- Execute exceptional customer service to existing clients; track and monitor communications in the client file, including strategies and financial advice given
- Seek, identify, and approach new prospects continuously and establish strong relationships with new clients as their trusted advisor
- Develop and provide financial advice and strategies that are suitable based on client risk tolerance and financial objectives
- Must be Series 7/6, Series 63/66 licensed and 215 licensed
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- BA, BS, and/or graduate degree or equivalent work experience required
- CPA license, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards) and FINRA Series 7 and 66, are required
- Relevant knowledge of the financial industry, financial products, best practices, and tax regulations is vital
- Computer proficiency including MS Office, Google Suite, CRM systems, and financial planning software is vital
- Proven success as a financial planner, personal financial advisor, financial analyst, or financial consultant is essential
- Superior customer service skills, math skills, relationship skills, and communication skills are preferred
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.
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