Financial Advisor Position Available In St. Johns, Florida
Tallo's Job Summary: Coastal Wealth in St. Augustine, FL, is hiring a full-time Financial Advisor to provide personalized financial planning, retirement planning, and investment advice. The role requires expertise in financial planning, insurance, and investments, as well as strong analytical and communication skills. A FL 2-15 Insurance license and FINRA Series 6 or 7, Series 63, Series 66 licenses are preferred qualifications. A Bachelor's degree in Finance, Business, Economics, or a related field is required.
Job Description
Company Description Coastal Wealth, a MassMutual firm located in St. Augustine, FL, is dedicated to helping individuals make informed financial decisions to prepare for their future. Whether it’s planning for retirement, protecting assets, or growing a business, Coastal Wealth provides personalized strategies to help clients achieve their long-term financial goals. Role Description This is a Full time hybrid role for a Financial Advisor at Coastal Wealth. The Financial Advisor will work closely with clients to provide financial planning and protection, retirement planning, investment advice, and financial advisory services. While the role is primarily located in St. Augustine, FL, there is flexibility for some remote work. Qualifications Financial Planning and Retirement Planning skills Experience in Insurance, Finance and Investments Financial Advisory expertise Strong analytical and problem-solving skills Excellent communication and interpersonal skills Ability to build and maintain client relationships FL 2-15 Insurance license preferred FINRA Series 6 or 7, Series 63, Series 66 licenses preferred Bachelor’s degree in Finance, Business, Economics, or related field
