Job Description
Join Coastal Wealth Partners as a Financial Advisor and transform lives through strategic wealth management in St. Petersburg's thriving financial district. We're seeking passionate professionals to build client relationships while delivering personalized financial solutions. Our collaborative environment offers mentorship, cutting-edge technology, and uncapped earning potential. Help clients navigate retirement planning, investment strategies, and tax optimization in Florida's dynamic market. Enjoy competitive benefits including health insurance, 401(k) matching, and professional development stipends.
Responsibilities
- Develop comprehensive financial plans aligned with client goals and risk tolerance
- Acquire new clients through networking, referrals, and digital marketing
- Manage investment portfolios across equities, bonds, and alternative assets
- Conduct regular portfolio reviews and performance analysis
- Stay current on SEC/FINRA regulations and compliance standards
- Utilize CRM software to track client interactions and opportunities
- Collaborate with tax and estate planning specialists for holistic solutions
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 7, 66, and state securities licenses required
- 3+ years of financial advisory or wealth management experience
- Proven track record in client acquisition and retention
- Strong analytical skills with ability to interpret market trends
- Excellent communication and presentation abilities
- CFP or CFA designation preferred
- Proficiency in financial planning software (e.g., MoneyGuidePro)