Coastal Wealth • Jacksonville, FL, US
Posted 2 days ago
Description
Are you seeking a rewarding career that appreciates your expertise and provides the chance to establish your own career while fostering community ties? As a Financial Planner based in Jacksonville, FL, you will interact with individuals, business owners, and families to lead them towards a stable financial future. Take advantage of immediate leads to efficiently expand your client base. Explore a field that is immune to offshoring and outsourcing.
Join Coastal Wealth and be a part of an entrepreneurial structure that enables you to offer personalized solutions from a wide array of innovative products. Gain access to extensive sales resources and a large network to focus on meaningful projects. Comprehensive benefits package, including health and dental benefits, life and disability income insurance, and retirement plans for qualifying Financial Services Representatives.
Responsibilities
* 215 License Needed
* Series 7,6 and SIE preferred
* Must be in the Jacksonville, FL area
* Sales experience needed
* 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
Qualifications
* 215 License Needed
* Series 7,6 and SIE preferred
* Must be in the Jacksonville, FL area
* Strong interpersonal skills and customer service focus
* Presentation and organization skills
* Strong work ethic, self-motivated, and goal-oriented
Compensation
$69,000 - $100,000+
About Coastal Wealth
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.
#J-18808-Ljbffr