Financial Advisor - Florida

Coastal Wealth; United States; On-site; USD 55,000 - 65,000; Full time

Job summary

A leading company in the finance sector seeks a Personal Financial Advisor for their North Florida locations (Tampa or Jacksonville). This entry-level position involves aiding senior advisors and engaging with clients to develop effective financial plans. Compensation includes a salary and commission structure, fostering growth and opportunity.

Qualifications

• Entry-level position focused on financial advisory and client relations.
• Experience in financial planning or sales is advantageous.
• Ability to contribute to development of financial strategies.

Responsibilities

• Assist senior advisors and financial planners in providing investment services.
• Maintain client relationships and conduct financial strategy research.

Skills

Financial Planning

Client Relationship Management

Research

Investment Strategies

Job description

Overview

Join to apply for the Financial Advisor - Florida role at Coastal Wealth. Are you ready to make a real impact while building a rewarding career? Join Coastal Wealth in beautiful 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 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.

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.

Compensation & Benefits

• 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.

Compensation: $55,000 - $65,000 yearly

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.

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Finance and Sales