Financial Advisor

Join Coastal Wealth Management, an expanding private wealth advisory firm, as a Financial Advisor. This role offers an immediate opportunity to manage a significant client book and benefit from a unique asset matching program to accelerate practice growth. You will provide comprehensive financial planning and investment management services to clients, working collaboratively within a relationship-driven, full-service firm.

• Manage an initial book of approximately $20M in assets
• Benefit from an asset matching program up to $50M
• Provide comprehensive financial planning and investment management
• Work in an office-based, relationship-driven environment
• Requires an existing book of business and entrepreneurial mindset
• Opportunity for partnership for top performers