Financial Advisor

Coastal Wealth; Saint Augustine (FL); Hybrid; USD 70,000 - 110,000; Full time

Job summary

Coastal Wealth is seeking a Financial Advisor in St Augustine, FL for a full-time hybrid role with some remote work. You will provide financial planning, retirement planning, and investment advice to clients on a daily basis, delivering comprehensive financial advisory services.

The candidate should have strong analytical and communication skills, the ability to work independently and in teams, and a degree in Finance or Economics. CFP/CFA credentials are a plus.

Qualifications

• Financial planning and retirement planning expertise required.
• Finance and investments knowledge required.
• Experience in providing financial advisory services.
• Strong analytical and decision-making abilities.
• Excellent communication and interpersonal skills.
• Ability to work independently and in a team environment.
• CFP or CFA certifications are a plus.
• Bachelor's degree in Finance, Economics, or related field.

Responsibilities

• Provide financial planning and retirement planning to clients on a day-to-day basis.
• Offer investment advice and portfolio guidance to clients.
• Deliver ongoing financial advisory services and client support.
• Collaborate with clients to adjust plans as goals evolve.

Skills

Financial Planning

Retirement Planning

Finance knowledge

Investments knowledge

Financial advisory services

Analytical thinking

Communication skills

Teamwork

CFP CFA advantage

Independent work

Education

Bachelor's degree in Finance or Economics

Job 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