Financial Advisor: Client-Focused Planning & Growth

Job in Fort Lauderdale, Broward County, Florida, 33336, USA

Listing for: Coastal Wealth

Full Time position
Listed on 2026-10-07

Job specializations:

Finance & Banking
Financial Advisor / Consultant, Wealth Management

Salary/Wage Range or Industry Benchmark: 45000 - 60000 USD Yearly USD 45000.00 60000.00 YEAR

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.
We would love to welcome a new Financial Advisor:
Client-Focused Planning & Growth to our group in Fort Lauderdale, FL, United States. This role, Financial Advisor:
Client-Focused Planning & Growth at Coastal Wealth, could be your next move. Are you ready to take on the Financial Advisor:
Client-Focused Planning & Growth role at Coastal Wealth? We would love to welcome a new Financial Advisor:
Client-Focused Planning & Growth to our organisation in Fort Lauderdale, FL, United States.

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