Financial Advisor Job at Coastal Wealth, Saint Augustine, FL

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  • 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,

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