Financial Advisor

WizeHire, Inc; United States; Remote; USD 60,000 - 100,000; Full time

Job summary

A leading financial solutions firm in Miami, FL is seeking a Financial Advisor to assist clients with their financial futures. Candidates should possess a 215 License and preferably Series 7 and 6. This role offers commission-based compensation ranging from $60,000 to $100,000+ annually, with comprehensive benefits and opportunities for personal and professional growth.

Benefits

Comprehensive Benefits Package

Ongoing Development

Performance-Based Rewards

Qualifications

• Must be located in the Miami, FL area.
• Experience in developing and maintaining long-term client relationships.
• Ability to provide financial solutions through fact gathering and needs analysis.

Responsibilities

• Help individuals and families with financial futures.
• Run a practice with support from Coastal Wealth.
• Prospect for clients through networking and referrals.

Skills

Sales Experience

Networking

Client Relationship Management

Financial Needs Analysis

Education

215 License

Series 7, 6, SIE preferred

Job description

Overview

Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in Florida 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

• Help individuals, families, and business owners navigate their financial futures with confidence and clarity.
• Run your practice like a business with support from Coastal Wealth.
• Provide financial solutions through fact gathering and needs analysis.
• Develop and maintain long-term client relationships.
• Prospect for clients through networking and referrals.

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

Compensation – $60,000 - $100,000+ yearly

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.