Executive Assistant - Financial Services

Coastal Wealth • Fort Lauderdale, FL

3d • Onsite

About The Position

We’re looking for an exceptional Executive Assistant to work directly with the President of Coastal Wealth Private Client Group and one of the top financial advisory teams in the country. This is far more than an administrative role. It’s a front-row seat to how a high-performing financial services practice operates at the highest level. You’ll help support sophisticated clients, meaningful philanthropic initiatives, and a leadership team that values excellence, relationships, and impact. If you enjoy financial services, thrive in a fast-paced environment, and want to be part of a team building something special, this is a tremendous opportunity for growth both professionally and personally. The Role You’ll serve as a trusted partner to the President and advisory team, helping keep operations running smoothly so the team can focus on clients and strategy. This includes coordinating calendars, travel, meetings, events, and client interactions while maintaining a polished, high-touch experience. Many of our clients are community leaders, high-profile business owners, executives, and families we’ve served for years. Delivering thoughtful, professional service to them is central to this role. You’ll assist with financial planning preparation, client servicing follow-ups, CRM organization, compliance coordination, and communication with custodians, carriers, and professional partners. Supporting our philanthropic and community initiatives is also part of our culture. Our team operates within the EOS framework, so comfort with structured execution and accountability is valuable.

Requirements

• Proficiency with Microsoft Office.
• Familiarity with eMoney or similar financial planning software.
• Familiarity with CRM platforms.
• Exposure to financial planning concepts.

Nice To Haves

• Financial services experience (wealth management, insurance, financial planning support, or private client services).
• Florida 2-15 Life, Health & Variable Annuity License.
• Series 7 license.
• Series 66 license.
• Bilingual English and Spanish.
• Experience working within EOS environments.

Responsibilities

• Coordinating calendars, travel, meetings, events, and client interactions.
• Maintaining a polished, high-touch client experience.
• Assisting with financial planning preparation.
• Client servicing follow-ups.
• CRM organization.
• Compliance coordination.
• Communication with custodians, carriers, and professional partners.
• Supporting philanthropic and community initiatives.

Benefits

• Competitive compensation
• Generous vacation
• Flexibility
• Exposure to sophisticated financial strategies and high-level clientele.
• Real opportunity for growth as the team continues expanding.

What This Job Offers

• Job Type: Full-time
• Career Level: Executive
• Education Level: No Education Listed