Coastal Tampa FA

MassMutual•Tampa, FL

8d•Hybrid

About The Position

Coastal Wealth, a MassMutual Firm, is dedicated to building wealth and developing leaders by empowering advisors to scale their practices with clarity and confidence. We provide a flexible approach, a strong product lineup, and the stability of 175 years of experience. Joining us means access to an open architecture, cutting-edge technology, and a collaborative teaming model designed to enhance client service. We support successful entrepreneurs in accelerating their practices through a diversified portfolio of investment, insurance, and retirement solutions, a comprehensive hub for external insurance products, a unique business markets process, and concierge-level support. This includes priority in-force service, new business and underwriting assistance, advanced sales support, dedicated compliance resources, and a team of seasoned specialists for estate planning and wealth management. Strategic alliances with local financial institutions and professional firms, along with state-of-the-art technology, further aid practice growth.

Requirements

Successful entrepreneur looking to accelerate practice.
Ability to build business the way that's right for you.
Receive guidance and support to realize practice vision.
Expand influence beyond families, boundaries, businesses, communities, and generations.
Voice matters.
Honesty and clarity as fundamental ingredients of partnership.
Benefit from dedicated investments into tools and technologies designed to make doing business easier.

Nice To Haves

Input can directly impact products we develop.
Meet clients' needs with products we do not offer.
Add more value to conversations with business owners.
Meet clients’ unique estate planning and wealth management needs.
Grow practice through relationships with local financial institutions and professional firms.

Responsibilities

Build wealth and develop leaders.
Scale practices with clarity and confidence.
Serve clients through a flexible approach, strong product lineup, and stability.
Utilize an open architecture, cutting-edge technology, and a teaming model.
Accelerate practice growth for successful entrepreneurs.
Offer a diversified portfolio of investment, insurance, and retirement solutions.
Provide a one-stop shopping hub for external insurance solutions.
Differentiate through a unique business markets process for business owners.
Deliver concierge-level support including priority in-force service, new business and underwriting, advanced sales support, and dedicated compliance resources.
Leverage a team of seasoned investment and trust specialists for estate planning and wealth management.
Grow practice through strategic alliance programs with local financial institutions and professional firms.
Utilize state-of-the-art technology platforms and tools.

Benefits

Performance-based earnings and revenue from a diverse stream of commissions and fees.
Additional performance-based income structure to support first three years for inexperienced advisors.
Transition packages for experienced advisors.
Renewal commissions and recurring fee income.
Performance based bonus programs and expense allowances.
Robust retirement package with up to 10% company contributions.
Competitive and comprehensive medical, vision, and dental plans with subsidized premiums.
Life Insurance and Disability Income Insurance.
Paid programs for insurance licensing, SIE, Series 7, Series 66 and more.
Professional designation reimbursement programs.