Investment Advisor/ Specialist Role – Florida
Coastal Wealth
- Salary
- $50k - $60k
- Experience
- 2+ yrs
- Location
- Florida, United States
- Job type
- Full-time
Required skills
- Zoom
- Microsoft Word
- Microsoft Excel
- Microsoft PowerPoint
- Emoney
- CRM
About the role
Bachelor's degree in business, finance, or relevant field; FINRA Series 7 and 65 licenses; 2+ years financial or business experience; knowledge of securities, insurance/annuity, and mutual funds; proficiency in Zoom, Microsoft Word, Excel, PowerPoint; 1 year financial concepts 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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