Financial Services Consultant

3 weeks ago


Miami, Florida, United States Coastal Wealth Full time

Job Description:

 

Are you looking for a career that will provide you an opportunity to build a business, deepen your connection within the community, and leverage your years of work experience? 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.

 

At Coastal Wealth, you'll have 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. This will enable you to focus on activities that get results.

 

 

Responsibilities:

 

  • Prospect for clients through networking and referrals
  • Develop and maintain long-term relationships with clients
  • Provide financial solutions for clients through fact gathering and needs analyses
  • Expand your knowledge and skills through ongoing professional development and joint work with fellow associates

 

Qualifications:

 

  • 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


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