Teams at Coastal Wealth

Assist clients with financial goal setting, investment planning, financial assessments, and product recommendations. Build and maintain client relationships, provide exceptional service, monitor market trends, and participate in ongoing training to develop financial planning and investment expertise.

Build and manage a client base by prospecting through networking and referrals, developing long-term relationships, conducting financial needs analyses, and recommending investment, retirement, insurance, and wealth protection solutions. The role is commission-based, full-time, and includes ongoing training, mentorship, and professional development.

Assist clients with financial goal setting, financial assessments, investment planning, and product recommendations. Build and maintain client relationships, monitor market trends, provide informed financial guidance, and participate in ongoing professional development.