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Financial Advisor & Insurance Sales - Jacksonville, Florida
WizeHire, Inc
USA
Remote
USD 55.000 - 100.000
Vollzeit
Gestern
Sei unter den ersten Bewerbenden

Zusammenfassung

A financial solutions firm in Jacksonville, FL is seeking a Financial Advisor to help clients develop personalized financial strategies and provide investment guidance. The role emphasizes building relationships and offers commission-based earning potential. Candidates must have a 215 License and a strong focus on customer service. This is a full-time position with a supportive environment for career growth.

Leistungen

Comprehensive benefits package
Ongoing development and mentorship

Qualifikationen

  • Must have a valid 215 License.
  • Willing to obtain Series 7 and 66 within 6 months.

Aufgaben

  • Partner with clients to develop personalized financial strategies.
  • Offer guidance on investments and retirement.
  • Build lasting relationships and grow a client base.

Kenntnisse

Interpersonal skills
Customer service focus

Ausbildung

215 License
Series 7, 6, and SIE preferred
Jobbeschreibung
Overview

Coastal Wealth • Jacksonville, FL, US

Posted a month ago

Empower Lives. Build Your Future. Thrive in Jacksonville.

Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful Jacksonville, 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 Makes Us Different:

  • Business-minded 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 – Upside 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.

Schedule:

  • Full-Time | Monday–Friday

This is more than a job — it’s your chance to create a business and legacy you’re proud of. Join a firm that’s focused on helping you grow — personally, professionally, and financially.

Responsibilities

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 a client base through trust and results
  • Must Have 215 License
  • SIE preferred
  • Willing to get Series 7, 66 within 6 months
  • Must be in the Jacksonville, FL area
  • Wants to run your own career
  • Wants to have your own clients
  • Strong interpersonal skills and customer service focus
Qualifications
  • Must Have 215 License
  • Series 7, 6, and SIE preferred
  • Wants to run your own career
  • Wants to have your own clients
  • Strong interpersonal skills and customer service focus
Compensation

$55,000 - $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.

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* Der Gehaltsbenchmark wird auf Basis der Zielgehälter bei führenden Unternehmen in der jeweiligen Branche ermittelt und dient Premium-Nutzer:innen als Richtlinie zur Bewertung offener Positionen und als Orientierungshilfe bei Gehaltsverhandlungen. Der Gehaltsbenchmark wird nicht direkt vom Unternehmen angegeben. Er kann deutlich über bzw. unter diesem Wert liegen.

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