What are the responsibilities and job description for the Financial Advisor position at Coastal Wealth?
Looking for a rewarding career that values your wealth of work experience, provides an opportunity to establish your own business, and deepens your connections within the community? As a Financial Advisor in Fort Lauderdale, FL, your primary responsibility will be to collaborate closely with individuals, business professionals, and families to assist them in securing their financial future. You will be equipped with current leads to support you in efficiently expanding your client base. Join our team at Coastal Wealth and immerse yourself in an entrepreneurial atmosphere that enables you to offer customized solutions to clients utilizing an array of innovative products. Benefit from a comprehensive set of sales tools and an extensive network of resources, empowering you to focus on implementing strategies that drive favorable results. Enjoy a salary structure that rewards performance and gain access to a competitive benefits package, inclusive of medical and dental coverage, life and disability insurance, as well as retirement savings plans. Financial Services Representatives meeting specific contract requirements may qualify for subsidized benefits and pre-tax advantages. Kindly note that the terms of the benefit plans are subject to potential modifications or termination. **Employment Type:** Full-time **Working Hours:** Monday to Friday
Compensation:$70,000 - $100,000
Responsibilities:- Actively seek out potential clients in Fort Lauderdale, FL through networking and referrals
- Cultivate and nurture long-term relationships with clients in the Fort Lauderdale area
- Offer tailored financial solutions to clients by conducting thorough fact-gathering and needs analyses
- Continuously enhance knowledge and skills through professional development and collaboration with colleagues in Fort Lauderdale, FL
- Strong interpersonal skills and customer service focus
- Market development/networking abilities
- Presentation and organization skills
- Strong work ethic, self-motivated and goal-oriented
- BA, BS, and/or graduate degree or equivalent work experience 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.
Salary : $70,000 - $100,000
