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Financial Advisor: Client-Focused Planning & Growth

Job in Fort Lauderdale, Broward County, Florida, 33336, USA
Listing for: Coastal Wealth
Full Time position
Listed on 2026-06-26
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant
Job Description & How to Apply Below
Coastal Wealth is seeking a Financial Advisor in Fort Lauderdale, Florida. This entry-level position offers a unique opportunity to develop skills in financial planning and investment strategies. Responsibilities include assisting clients with financial goals, conducting assessments, and providing exceptional service. Ideal candidates hold a Bachelor’s degree in a relevant field and possess strong analytical, communication, and relationship-building skills. Pursuit of finance certifications is a plus, and the role includes ongoing professional development opportunities.
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