Company Description
Coastal Wealth, a MassMutual firm located in St. Augustine, FL, is dedicated to helping individuals make informed financial decisions to prepare for their future. Whether it's planning for retirement, protecting assets, or growing a business, Coastal Wealth provides personalized strategies to help clients achieve their long-term financial goals.
Role Description
This is a full-time hybrid role for a Financial Advisor at Coastal Wealth. The Financial Advisor will work closely with clients to provide financial planning and protection, retirement planning, investment advice, and financial advisory services. While the role is primarily located in St. Augustine, FL, there is flexibility for some remote work.
Qualifications
...years of accounting experience, including 2-3 years of audit-related public accounting experience. ~ Certified Public Accountant (CPA) or Chartered Financial Analyst (CFA) required. ~ Project and personal management experience. ~ Advanced proficiency in MS Excel...
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