Private Wealth Manager Job at Coastal Wealth Management, New York, NY

OWo0M0NWaXVDcDY1ZVlrbGd3U1ZqaVE3N3c9PQ==
  • Coastal Wealth Management
  • New York, NY

Job Description

Company Description

Coastal Wealth Management specializes in developing financial plans and investment portfolios to help clients achieve their long-term financial goals. With over 25 years of experience at top financial institutions like Goldman Sachs and Morgan Stanley, we provide expert analysis of the economy and financial markets to adjust investments as needed. Our focus is on ensuring our clients feel secure about reaching their financial objectives.

Role Description

This is a full-time hybrid role for a Private Wealth Manager at Coastal Wealth Management in our New Jersey Offices with flexibility for remote work. The Private Wealth Manager will be responsible for attaining new business, analyzing financial goals, developing investment strategies, managing estates, and providing financial planning services. Additionally, the role involves overseeing investment management and staying abreast of financial trends. We offer payout rates as high as 80%.

Qualifications

  • Series 65 or a combination of Series 7 & 66
  • Active Book of business (assets under management)
  • Financial Planning and Estate Planning skills
  • Investment Management and Finance expertise
  • Strong analytical and problem-solving abilities
  • Excellent communication and interpersonal skills
  • Ability to work independently and collaboratively
  • Experience in wealth management or financial advisory
  • Bachelor's degree from a 4 year college

Job Tags

Full time, Remote job,

Similar Jobs

Acosta Group

Financial Analyst Job at Acosta Group

Research and provide financial analyses to assess the impact of various corporate projects and transactions. The Analyst will support existing monthly and quarterly processes and will be a resource for investigative and ad-hoc analyses. Financial modeling and critical ...

HLB Gross Collins, P.C.

State And Local Tax Manager Job at HLB Gross Collins, P.C.

HLB Gross Collins is looking for a State & Local Tax (SALT) Manager for our Atlanta, GA office. A career in SALT practice will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, ...

Florida Crystals Corporation

Fuel Truck Driver Job at Florida Crystals Corporation

 ...our sugar operations, which helps us reduce our use of fossil fuels. Florida Crystals also sustainably farms rice, sweet corn and...  ...OVERVIEW Sugar Farms Co-op is searching for an experienced Fuel Truck Driver. The candidate should have a Class B CDL drivers license and... 

Chairmans Foods

Cheese Formulation Specialist/Consultant Job at Chairmans Foods

Chairmans Foods specializes in producing a wide range of high quality, consistent customer solutions - main courses, side dishes, queso, ready-to-eat protein salads custom solutions for foodservice operators and retail stores. Chairmans has succeeded over the years with...

IDR, Inc.

Entry Level Sales Recruiter/Sales Development Representative Job at IDR, Inc.

 ...IDR specializes in IT staffing and recruiting, a $30 billion industry recognized year-over-year for consistent record-breaking growth...  ...All our Sales Managers, Directors, and Executives started as entry level recruiters and have worked their way up. We offer a clear career...