What are the responsibilities and job description for the Financial Planner position at Coastal Wealth?
Are you looking to leverage your wealth of professional experience in a career that allows you to establish your own enterprise and forge strong connections within the local community? Join us as a Financial Planner in Miami, FL, where you will directly engage with individuals, business owners, and households, guiding them in navigating and securing their financial destinies. * Access to a stream of current leads will expedite the growth of your client base. At Coastal Wealth, you will operate within an entrepreneurial framework, empowering you to offer customized solutions from a diverse array of cutting-edge financial products. * Benefit from advanced sales tools and a robust support system that will enable you to focus on generating meaningful outcomes. You will receive competitive compensation based on your performance, along with a comprehensive benefits package encompassing medical and dental insurance, life and disability coverage, and retirement plans. * Qualified Financial Services Representatives may be eligible for subsidized benefits and tax-advantaged coverage, contingent upon meeting specific contractual criteria. Please be aware that the terms of the benefit plan are subject to potential changes or discontinuation. * **Employment Type:** Full-time * **Work Schedule:** Monday to Friday
Compensation:$70,000 - $100,000
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
- 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
