Are you looking to leverage your wealth of professional experience in a career that allows you to establish your own enterprise and forge strong connections within the local community? Join us as a Financial Planner in Miami, FL, where you will directly engage with individuals, business owners, and households, guiding them in navigating and securing their financial destinies. Access to a stream of current leads will expedite the growth of your client base. At Coastal Wealth, you will operate within an entrepreneurial framework, empowering you to offer customized solutions from a diverse array of cutting-edge financial products. Benefit from advanced sales tools and a robust support system that will enable you to focus on generating meaningful outcomes. You will receive competitive compensation based on your performance, along with a comprehensive benefits package encompassing medical and dental insurance, life and disability coverage, and retirement plans. Qualified Financial Services Representatives may be eligible for subsidized benefits and tax-advantaged coverage, contingent upon meeting specific contractual criteria. Please be aware that the terms of the benefit plan are subject to potential changes or discontinuation. Employment Type: Full-time Work Schedule: 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 analysis • 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 analysis • Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates