What are the responsibilities and job description for the Financial Advisor position at Coast Wealth Management Group?
Company Description
Coast Wealth Management is an Independent RIA in Myrtle Beach. We have a full range of products and custodians to help support a totally independent practice. Tools, leadgen, marketing support, and high payouts is what sets us apart from a big box financial firm.
Role Description
This is a full-time on-site role for a Financial Services Professional, located in Myrtle Beach, SC. The Financial Services Professional will be responsible for providing comprehensive financial planning services, including retirement planning and other financial services.
Day-to-day tasks will involve meeting with clients, assessing their financial needs, developing tailored financial strategies, and monitoring client portfolios. The role also includes maintaining thorough communication with clients to ensure they are well-informed about their financial plans and any changes that may affect them.
So, if you're looking to make more money and have more independence and ownership of your clients, then this is for you.
Looking for both Financial Advisors and Life/Health agents.
Qualifications
- Skills in Financial Planning and Retirement Planning
- Experienced or new Financial Advisors can apply
- Strong Communication and interpersonal skills
- Ability to work collaboratively within a team
- Excellent analytical and problem-solving skills