Personal Financial Advisor - Florida Job at Coastal Wealth, Remote

OXpFeUMxK29BcEM0ZTRVbmp3S1hqQ1UrN3c9PQ==
  • Coastal Wealth
  • Remote

Job Description

Florida Personal Financial Advisor aids, senior advisors, and financial planners in providing financial planning and investment services to clients. They are instrumental in maintaining client relationships, conducting research, and contributing to the development of financial strategies. Below is an outline of common duties and requirements: The location would be the North Florida area, Tampa, or Jacksonville • Compensation would be salary and commission. Responsibilities: • Client Support: Assist with day-to-day client service tasks, responding to client inquiries, and maintaining client accounts. • Financial Planning Preparation : Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports. • Portfolio Review : Support portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals. • Meeting Preparation : Prepare materials for client meetings, such as account summaries and financial projections. • Documentation: Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies. The location would be the North Florida area, Tampa, or Jacksonville • Compensation would be salary and commission. Qualifications: • Education : Bachelor’s degree in finance, economics, accounting, or related field. • Licensing : Series 6, or willingness to obtain licenses within a certain timeframe. • Skills : Strong analytical skills, attention to detail, proficiency in financial software and Microsoft Office Suite, excellent communication, and interpersonal skills. • Experience: Previous experience in finance or client service is a plus, but not always required.   The location would be the North Florida area, Tampa, or Jacksonville Compensation would be salary and commission. About Company: 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. 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.

Job Tags

Work at office,

Similar Jobs

Odoo

Product Content Writer Job at Odoo

 ...are not duplicating efforts. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume...  ...certified mental health professionals ~$100 towards a work-from-home office setup ~ Evolve in a nice working atmosphere with a... 

Pave Talent

Formulation Scientist (Topical Creams) Job at Pave Talent

 ...scale manufacturing outcomes Qualifications: ~ Bachelor's degree in Chemistry, Chemical Engineering, Cosmetic Science, Materials Science, or Food Science required ~2-3+ years hands-on topical product formulation experience with creams, lotions, balms, and... 

Paladin Consulting

Procurement Specialist Job at Paladin Consulting

 ...Job Description & Responsibilities : This is an entry level procurement position within the Air & Space Defense Systems (ASDS) organization. Y You will be responsible for source selection and quotation activities, negotiations, selecting qualified suppliers, seeking... 

Brewed To Serve Restaurant Group

Manager - Bold Monk Brewing Co. Job at Brewed To Serve Restaurant Group

Front of House Manager Bold Monk Brewing Co. (Atlanta, GA) Full-Time | Salary + Bonus | Benefits + 401k ABOUT US Bold Monk Brewing Co. is a European-inspired brewery and brasserie in the heart of Atlanta, built around craft, conversation, and community. We serve...

Lorven technologies

PeopleSoft Technical (HRMS) Consultant Job at Lorven technologies

 ...Position: PeopleSoft Technical (HRMS) Consultant Location: Richardson, TX - Hybrid Job Mode: Contract Must Have: PeopleSoft v9.2, HRMS, NA Payroll, People Code, Cobol SQL and SQR Job Description: Bachelor's degree in Computer science...