Coastal Wealth is a financial solutions firm dedicated to empowering individuals and businesses in their financial futures. As a Financial Advisor, you will partner with clients to develop personalized financial strategies and build lasting relationships to grow your client base.

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 analyses
• Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates

Skills

• 215 License Needed
• Series
• Mass Mutual Company
• Sales Experience Needed
• Must be in the Atlanta, GA area
• 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
• Upside Earning Potential
• Series 7,6 and SIE preferred

Benefits

• Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
• Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
• Ongoing Development – Coaching, mentorship, and advancement opportunities.

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