Job Description
Florida
Personal Financial Advisor aids, senior advisors, and financial planners in providing financial planning and investment services to clients. They are instrumental in maintaining client relationships, conducting research, and contributing to the development of financial strategies. Below is an outline of common duties and requirements:
The location would be the North Florida area, Tampa, or Jacksonville
• Compensation would be salary and commission.
Responsibilities:
• Client Support: Assist with day-to-day client service tasks, responding to client inquiries, and maintaining client accounts.
• Financial Planning Preparation : Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports.
• Portfolio Review : Support portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals.
• Meeting Preparation : Prepare materials for client meetings, such as account summaries and financial projections.
• Documentation: Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies.
The location would be the North Florida area, Tampa, or Jacksonville
• Compensation would be salary and commission.
Qualifications:
• Education : Bachelor’s degree in finance, economics, accounting, or related field.
• Licensing : Series 6, or willingness to obtain licenses within a certain timeframe.
• Skills : Strong analytical skills, attention to detail, proficiency in financial software and Microsoft Office Suite, excellent communication, and interpersonal skills.
• Experience: Previous experience in finance or client service is a plus, but not always required.
The location would be the North Florida area, Tampa, or Jacksonville
Compensation would be salary and commission.
About Company:
Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise.
What We Offer
Discover diverse financial opportunities with Coastal Wealth. Our services include a tailored, comprehensive financial plan and a meticulously crafted investment strategy to align with your unique goals. Unlock the potential of strategic tax planning for optimal financial management. But that’s just the start – Coastal Wealth goes beyond, offering a myriad of additional services. Our approach centers on attentive listening, thoughtful recommendations, and genuine care for you, your family, and your business. Trust us to guide you through a personalized financial journey aligned with your aspirations.
Job Tags
Similar Jobs
ADP
ADP is hiring an - Internal Wholesaler. At ADP we are driven by your success. We engage your unique talents and perspectives. We welcome your ideas on how to do things differently and better. In your efforts to achieve, learn and grow, we support you all the way. If success...
Northrop Grumman
...not only part of history, they're making history.Northrop Grumman Aeronautics Systems is looking to add a **Principal Data Analyst / Data Scientist** familiar with communications subsystems and advanced payload technologies to our team of qualified, diverse individuals...
Signature HealthCARE, LLC
...pioneering person - directed care. Many of our skilled nursing facilities have achieved a 4 or 5-star overall rating from the Centers for Medicare & Medicaid Services. Additionally, we have been awarded as a certified Great Place to Work for three years in a row and Modern...
Walmart
...Bentonville AR.**Want to help lead the way in redefining how we shop online? The Director of Site Merchandising for our Hardlines(Sporting Goods, Patio ; Garden, School ; Office Supplies) e Commerce business is a critical leader in shaping the customer site experience,...
Chick-fil-A
...Company: Chick-fil-A Patrick Henry Mall Corey, the Operator, is an up and coming Operator who is passionate about leading with growth and care. He pours into the team with the tools and motivation needed to pursue their personal and professional growth and dreams....