What are the responsibilities and job description for the Financial Advisor position at Coastal Wealth?
Financial Advisor – Orlando, FL
Empower Lives. Build Your Future. Thrive in Orlando, FL
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Orlando, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success.
What You’ll Do
Qualifications
$65,000 - $100,000
About Coastal Wealth
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.
Empower Lives. Build Your Future. Thrive in Orlando, FL
Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Orlando, FL, as a Financial Advisor and help individuals, families, and business owners navigate their financial futures with confidence and clarity.
At Coastal Wealth, we don’t just offer jobs — we cultivate careers. Here, you’ll have the freedom to run your practice like a business, backed by industry-leading tools, innovative products, and an experienced support team that’s invested in your success.
What You’ll Do
- Partner with clients to develop personalized financial strategies and long-term plans.
- Offer guidance on investments, retirement, insurance, and wealth protection.
- Build lasting relationships and grow your client base through trust and results.
- Entrepreneurial Freedom – Be in business for yourself, but never by yourself.
- Innovative Tools & Resources – Access cutting-edge tech and training to grow your practice.
- Custom Solutions – Offer a full suite of financial products tailored to individual client needs.
- Commission-Based Role – Unlimited earning potential based on your effort and success.
- Performance-Based Rewards – Your income reflects the value you bring.
- Comprehensive Benefits Package – Including medical, dental, life, disability, and retirement plans.
- Subsidized Benefits – For qualified Financial Services Representatives (contractual eligibility applies).
- Ongoing Development – Coaching, mentorship, and advancement opportunities.
- Full-Time | Monday–Friday
Qualifications
- 215 License Needed
- Series
- Mass Mutual Company
- Series 7,6 and SIE preferred
- Must be in the Miami, FL area
- Sales Experience Needed
- Prospecting for clients through networking and referrals
- Developing and maintaining long-term relationships with clients
- Providing financial solutions for clients through fact gathering and needs analysis
- Expanding personal knowledge and skills through ongoing professional development and joint work with fellow associates
- Upside Earning Potential
$65,000 - $100,000
About Coastal Wealth
At Coastal Wealth, we’re more than a financial solutions firm — we’re your trusted partner committed to integrity, transparency, and ethical excellence. Celebrating diversity and fostering inclusivity, we bring together a team of experts dedicated to empowering your financial future.
Explore a world of tailored financial opportunities designed just for you. From personalized, comprehensive financial plans to investment strategies crafted to match your unique goals, we help you unlock the full potential of your wealth. Our strategic tax planning ensures you keep more of what you earn, while our extensive suite of services supports every facet of your financial life.
What sets us apart is our genuine care: we listen closely, offer thoughtful guidance, and prioritize the success of you, your family, and your business. With Coastal Wealth, embark on a personalized financial journey that’s as unique as your aspirations.
Salary : $70,000 - $100,000