Certified Financial Planner
Coastal Wealth
- Salary
- $48k - $60k
- Experience
- 2+ yrs
- Location
- Fort Lauderdale, Florida, United States
- Job type
- Full-time
Required skills
- eMoney
- RightCapital
- MoneyGuidePro
About the role
Bachelor's degree in Finance, Accounting, Economics or related field; CFP designation or actively pursuing; 2-4 years financial planning experience; proficiency with eMoney, RightCapital or MoneyGuidePro; located in Florida; background check required.
About Coastal Wealth
MassMutual-affiliated financial services firm providing financial planning, protection planning, and wealth-management support to clients and advisors.
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