Job Description
Looking for candidates in Tampa, Jacksonville, Ft. Lauderdale, Coral Gables, and Miami ONLY
Financial Advisor assists senior advisors and financial planners in delivering financial planning and investment services to clients. They play a key role in supporting client relationships, performing research, and helping to create financial strategies. Here’s a breakdown of typical responsibilities and qualifications:
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.
• Compliance : Stay updated on regulatory changes and ensure all activities align with compliance requirements.
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 Palm Beach or Tampa.
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
City of Oakland, CA
...Services Division (ESD) within Oakland Public Works is a dynamic team of environmental professionals committed to advancing solid waste recycling and composting programs, fostering environmental stewardship through volunteer efforts, providing environmental investigation and...
Integrity National Corporation
...vacuum Be able to lift at least 25 pounds Perform routine maintenance activities Follows procedures for the use of chemical cleaners and power machinery to prevent damage to floors and fixtures Clean and polish fixtures and furniture Notifies managers...
University of Alabama, Tuscaloosa
...Organization 223102 - Nursing Instruction Rank Associate/Full Professor Position Summary The Saxon Endowed Chair in... ...to excellence in teaching, research and service. We provide a creative, nurturing campus environment where our students can become the...
Hartford HealthCare
...providers of addiction and mental health services, is nationally recognized for delivering outstanding prevention, treatment and recovery programs. We offer a wide range of programs including Acute Care and Evaluation, Residential Addiction Treatment, Individual, Group...
LaSalle Network
...strong scheduling and coordination skills who thrives in a fast-paced environment. Recruiting Coordinator Responsibilities: Manage complex interview scheduling across multiple time zones, ensuring accuracy and efficiency Serve as the primary point of contact...