About this role
Miami- Financial Advisor at Coastal Wealth. Location: Miami, Florida, United States. Role: Assisting clients, Conducting assessments, Developing relationships Requirements: Entry-level financial advisor with a bachelor’s in Finance/Business/Economics; strong analytical and communication skills; ability to build client relationships; eager to learn. Category: Finance and Accounting Seniority: Entry Level Certifications: cfp, cfa Commitment: Full Time Workplace: Hybrid Languages: English