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Financial Advisor
Financial AdvisorCoastal Wealth • Miami, FL, US
Financial Advisor

Financial Advisor

Coastal Wealth • Miami, FL, US
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Job Description

Job Description

About Us :

Coastal Wealth is a leading financial services firm dedicated to empowering clients to achieve their financial goals. With a commitment to integrity, innovation, and personalized service, we foster a collaborative environment that nurtures professional growth and success.

The Opportunity :

As a Financial Advisor at Coastal Wealth, you will play a pivotal role in shaping clients' financial futures. This entry-level position offers a unique opportunity to develop core skills in financial planning and investment strategies while being part of a dynamic team that makes a real difference in people's lives.

Job Responsibilities :

  • Assist clients in defining their financial goals and creating tailored investment plans.
  • Conduct thorough financial assessments to recommend appropriate products and services.
  • Develop and maintain strong client relationships through exceptional customer service.
  • Stay informed on market trends and investment strategies to provide informed advice.
  • Participate in ongoing training and professional development to enhance your expertise.

Desired Qualifications :

  • Bachelor’s degree in Finance, Business, Economics, or related field.
  • Strong analytical skills and attention to detail.
  • Excellent communication and interpersonal skills.
  • Ability to build and maintain client relationships.
  • Motivated and eager to learn about the financial services industry.

    • Nice-to-Haves :

  • Pursuit of relevant finance certifications (e.g., CFP, CFA) is a plus.
  • Prior experience in customer service or sales is advantageous.
  • Familiarity with financial planning software and tools.
  • Basic understanding of investment products and financial markets.
  • Community involvement or volunteer experience in finance-related initiatives.
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