Would you like to live and work where other people vacation? We have an excellent opportunity for the right person to manage an existing book of business, working in our beautiful beachside office.
FirstWave Financial is a fee-based wealth management firm located in Satellite Beach, on the beautiful Space Coast of Florida.We are a fee-based wealth management firm, serving Brevard County for over 20 years, providing full-service wealth management and comprehensive financial planning services to affluent individuals and families.
We are looking for an individual who is passionate about helping others by providing comprehensive wealth management and financial plan driven advice.
This WealthCoach position presents an excellent career opportunity with a well-established and growing firm. The WealthCoach would be directly responsible for maintaining and nurturing an existing book of client relationships. The firm will also encourage and support business development goals and activities.
The candidate will have a strong background and experience working with high net worth individuals, families and business owners.
Duties include meeting initially with clients to review our services and determine their needs; gathering all information needed for planning and presenting comprehensive financial plans; developing appropriate investment and asset allocation strategies; maintaining and managing close relationships and meeting regularly with clients.
Our firm offers a strong compensation package, competitive with industry standards. Salary will vary with experience and credentials.