Financial Advisor: Build Client Plans & Grow Your Skills

Posted 2 days ago

coastal wealthDoral (FL)

Personal Financial AdvisorsPortfolio Management and Investment Advice

SENIORITY

Mid

About the role

Coastal Wealth is seeking an entry-level Financial Advisor in Miami, Florida, to assist clients in achieving their financial goals. This opportunity allows for skill development in financial planning and investment strategies while being part of a passionate team. Responsibilities include conducting financial assessments, crafting tailored investment plans, and building strong client relationships. Candidates should hold a relevant bachelor’s degree and exhibit strong analytical and interpersonal skills. #J-18808-Ljbffr

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.