Private Wealth Manager

Company DescriptionCoastal Wealth Management specializes in developing financial plans and investment portfolios to help clients achieve their long-term financial goals. With over 25 years of experience at top financial institutions like Goldman Sachs and Morgan Stanley, we provide expert analysis of the economy and financial markets to adjust investments as needed. Our focus is on ensuring our clients feel secure about reaching their financial objectives.Role DescriptionThis is a full-time hybrid role for a Private Wealth Manager at Coastal Wealth Management in our New Jersey Offices with flexibility for remote work. The Private Wealth Manager will be responsible for attaining new business, analyzing financial goals, developing investment strategies, managing estates, and providing financial planning services. Additionally, the role involves overseeing investment management and staying abreast of financial trends. We offer payout rates as high as 80%.QualificationsSeries 65 or a combination of Series 7 & 66Active Book of business (assets under management)Financial Planning and Estate Planning skillsInvestment Management and Finance expertiseStrong analytical and problem-solving abilitiesExcellent communication and interpersonal skillsAbility to work independently and collaborativelyExperience in wealth management or financial advisoryBachelor's degree from a 4 year college

Created: 2025-01-19