Financial Advisor Job at Coastal Wealth, Saint Augustine, FL

YXRUTmpTakZHR3VGb1lrbWFCZ0RnZUxWa1E9PQ==
  • Coastal Wealth
  • Saint Augustine, FL

Job Description

Company Description

Coastal Wealth, a MassMutual firm located in St. Augustine, FL, is dedicated to helping individuals make informed financial decisions to prepare for their future. Whether it's planning for retirement, protecting assets, or growing a business, Coastal Wealth provides personalized strategies to help clients achieve their long-term financial goals.

Role Description

This is a full-time hybrid role for a Financial Advisor at Coastal Wealth. The Financial Advisor will work closely with clients to provide financial planning and protection, retirement planning, investment advice, and financial advisory services. While the role is primarily located in St. Augustine, FL, there is flexibility for some remote work.

Qualifications

  • Financial Planning and Retirement Planning skills
  • Experience in Insurance, Finance and Investments
  • Financial Advisory expertise
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to build and maintain client relationships
  • FL 2-15 Insurance license preferred
  • FINRA Series 6 or 7, Series 63, Series 66 licenses preferred
  • Bachelor's degree in Finance, Business, Economics, or related field

Job Tags

Full time, Remote job,

Similar Jobs

The H&K Group

Laborer Job at The H&K Group

 ...reimbursement programs available to qualifying employees for approved programs ~ Additional training opportunities including on the job, online through the H&K Academy, manufacturer offered training, and more Responsibilities Essential Duties and Responsibilities... 

Johnson & Johnson

Oncology Area Business Specialist (Hematology) - Tennessee, Kentucky, and Indiana - Johnson & Johnson Innovative Medicine Job at Johnson & Johnson

 ...At Johnson & Johnson,we believe health is everything. Our strength in healthcare innovation empowers us to build aworld where complex diseases are prevented, treated, and cured,where treatments are smarter and less invasive, andsolutions are personal.Through our expertise... 

Mather

Sous Chef Job at Mather

 ...We are searching for an experienced Sous Chef who will enjoy leading our Culinary team and serving older adults. We have 5 restaurants at the community along with culinary service to our licensed Care Center. This is not institutional cooking, we offer a diverse menu... 

Anblicks

Scrum Master Job at Anblicks

 ...Job Title: Scrum Master Location: Dallas, TX 3-5 years of experience as a Scrum Master in an Agile environment. Facilitate daily stand-ups, sprint planning, reviews, retrospectives, and backlog refinement meetings. Proficiency in using Jira or DevOps board... 

Brandeis Machinery & Supply Company

Heavy Equipment Dealership Telematics Administrator Job at Brandeis Machinery & Supply Company

Job Summary: The Telematics Administrator will manage the manufactures telematics systems in house and provide technical training for those telematic systems and ensure that high levels of technical support capabilities are maintained. Job Responsibilities: Provide...