Junior Financial Advisor – Boca Raton, FL
Coastal Wealth
- Salary
- $60k - $70k
- Experience
- 2+ yrs
- Location
- Boca Raton, Florida, United States
- Job type
- Full-time
Required skills
- Client Relationship Software
- Goal planning software
About the role
FINRA licenses 6, 7, 65/66; 2-3 years industry experience; familiarity with client relationship and goal planning software; strong communication and ethics; customer-oriented attitude.
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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