What are the responsibilities and job description for the Financial Advisor position at Coastal Wealth?
About The Job
Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be off-shored or outsourced.
At Coastal Wealth you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives.
Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.
Job Type: Full-time
Schedule: Monday to Friday
Compensation: $70,000 - $100,000
Qualifications
Desired Skills and Experience
Are you looking for a career that will leverage your years of work experience, provide you an opportunity to build a business you can call your own, and deepen your connection within the community? As a Financial Planner, you will work directly with individuals, business people, and families to help them navigate through and secure their financial future. You will be provided with current leads to build your book quickly and effectively. Discover a career that can’t be off-shored or outsourced.
At Coastal Wealth you’ll be part of an entrepreneurial system with the freedom to provide solutions for your clients from a broad portfolio of innovative products, access to powerful sales tools, and a large resource network so you can focus on activities that get results.
Results-driven compensation and access to a competitive benefits package including medical and dental, life and disability income insurance, and thrift and pension plans are available for qualified Financial Services Representatives.
Eligibility for subsidized benefits and before-tax coverage is based on meeting certain contract requirements. Benefit plan provisions are subject to modification or termination.
Job Type: Full-time
Schedule: Monday to Friday
Compensation: $70,000 - $100,000
Qualifications
Desired Skills and Experience
- 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
- 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
Salary : $70,000 - $100,000
