About this role
Fort Lauderdale, FL at Coastal Wealth. Location: Fort Lauderdale, Florida, United States. Role: Assist clients, Define goals, Assess finances Requirements: Entry-level Financial Advisor with a Bachelor’s in Finance, Business, Economics or related field; strong analytical, communication, and interpersonal skills; eager to learn. Category: Finance and Accounting Seniority: Entry Level Tools: Financial planning software Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English