Financial Advisor - Florida Empower Lives. Build Your Future. Thrive in Florida 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. 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: • Client Support : Assist with day-to-day client service tasks, responding to client inquiries, and maintaining client accounts. • Financial Planning Preparation : Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports. • Portfolio Review : Support portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals. • Meeting Preparation : Prepare materials for client meetings, such as account summaries and financial projections. • Documentation: Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies. The location would be the North Florida area, Tampa, or Jacksonville • Compensation would be salary and commission. 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 • Upside Earning Potential Compensation: $55,000 - $65,000 yearly

• Client Support: Assist with day-to-day client service tasks, responding to client inquiries, and maintaining client accounts. • Financial Planning Preparation: Gather financial data from clients, prepare financial analysis, and help draft financial plans and reports. • Portfolio Review: Support portfolio analysis and help monitor clients’ portfolios to ensure they align with financial goals. • Meeting Preparation: Prepare materials for client meetings, such as account summaries and financial projections. • Documentation: Maintain client records, prepare documentation, and ensure compliance with regulations and firm policies.The location would be the North Florida area, Tampa, or Jacksonville • Compensation would be salary and commission.