Financial Planner

Coastal Wealth

Financial Planner

Jacksonville, FL +1 location
Full Time
Paid
  • Responsibilities

    Looking for a fulfilling career that values your professional experience and offers the opportunity to establish your own business while enhancing community connections? As a Financial Planner in Jacksonville, FL, you will engage with individuals, entrepreneurs, and families to guide them towards a secure financial future. Benefit from immediate leads to swiftly and efficiently grow your client base. Explore a profession that is resilient to offshoring and outsourcing. Join Coastal Wealth and become part of an entrepreneurial framework that empowers you to deliver tailored solutions from a diverse range of cutting-edge products. Access robust sales resources and a vast network to concentrate on impactful initiatives. Enjoy performance-based compensation and a comprehensive benefits package, which includes health and dental coverage, life and disability income insurance, as well as retirement plans for eligible Financial Services Representatives. Subsidized benefits and pre-tax benefits eligibility are contingent on meeting specific contractual obligations. Benefit plan terms are subject to adjustments or discontinuation. Employment Type: Full-time Working Hours: Monday to Friday Responsibilities: • 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 analyses • Expanding personal 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 Compensation: $70,000 - $100,000+

    • 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 analyses • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

  • Compensation
    $70,000-$100,000 per year
  • Locations
    Jacksonville, FL • Miami, FL