Financial Planner

Job Description

Job Description

Are you an experienced financial advisor who thrives on providing excellent service to help clients meet their financial goals? If so, we are looking for you! Our successful candidate will have a proven track record of long-term advisor relationships, a wealth of industry knowledge, great communication skills, and a meticulous eye for detail. If this sounds like you, apply today!

Compensation : $60,000 - $70,000

Responsibilities :

• Collect each client’s financial information to determine financial status, financial goals, cash flow, and financial expectations
• Customize financial plans for each client based on potential life changes and changing financial needs
• Identify, seek, and establish prospects continuously and create strong relationships with new clients as their trusted advisor
• Ensure exceptional customer service is provided to existing clients; track and monitor communications in the client file, including strategies and financial advice given
• Synthesize and present financial recommendations and strategies that are suitable based on client risk tolerance and financial objectives
• Work with the existing client base and lead flow to generate new business
• 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
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Qualifications :

About Company

At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.

Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.

What sets us apart is our genuine care : we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.