Job Description

Company Description

Coastal Wealth is dedicated to helping individuals achieve their long-term financial goals by providing personalized financial planning services. We work closely with our clients to ensure they are financially prepared for the next stage of their lives, whether it's planning for retirement or protecting their growing businesses.

Role Description

This is a full-time hybrid role for a Financial Advisor located in St Augustine, FL with the option for some remote work. The Financial Advisor will be responsible for providing financial planning, retirement planning, investment advice, and financial advisory services to clients on a day-to-day basis.

Qualifications

• Financial Planning and Retirement Planning skills
• Finance and Investments knowledge
• Experience in providing Financial Advisory services
• Strong analytical and decision-making skills
• Excellent communication and interpersonal skills
• Ability to work independently and in a team environment
• Certifications such as CFP or CFA are a plus
• Bachelor's degree in Finance, Economics, or related field

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