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Careers at Coastal Wealth

Discover Your Potential

A Business Built on a Foundation of Thoughtful Client Relationships

We are changing the world’s understanding of wealth and we are always seeking new talent to be part of the movement. Fully committed to the success and development of each financial professional, our firm provides the knowledge, support and planning to help you build a successful business. 

The Team at Coastal Wealth Is…




...In Its Commitment to Our Clients

With over 500 financial professionals and staff employees, we take a collaborative approach to serving our clients. 

Our strong financial stability and a broad range of products coupled with personal service and collaboration are why people love working for us.

Career Sampling

Do You Ever Wish You Could Test Out a Career
Before Committing to It?

Our career sampling process provides the opportunity to understand what is involved in running a financial services practice. The program is designed to give you a clear understanding and exposure to the daily activities and experiences of a financial services representative. You’ll get licensed, meet clients and create proposals and recommendations.

Throughout this process, you will work closely with a mentor from a local agency who will help you determine if a career in financial services is the right fit for you.


Who knew a day at the office could be so rewarding? Anyone will tell you that if there is honor in what you do, it can make a world of difference. Our financial services representatives take pride in their credibility as trusted business professionals who help others. We want you to feel great about what you do and the rewards you receive in return.

Your specific compensation* is based on your particular product mix and production level. Compensation varies by product line. We competitively offer:

Full Match of Annual Social Security and Medicare Contributions

Vested Residual Income

Performance-Based Incentive Compensation

Allowances, Bonuses and Awards

Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.


Your earnings are simply one part of a total compensation package. We know that in order to recruit and retain top talent, we need to offer an outstanding array of benefits, which is why we provide one that can help give peace of mind to you and the ones you love.

Medical Coverage Plus Dental and Vision

Life and Accidental Death and Dismemberment

Short and Long-Term Disability

Health Spending Accounts (HSA)

Total Retirement Savings Program (401(k) and Non-Qualified Thrift Plan)

Top Producer Incentives

Performance-Based Incentive Compensation

*Eligibility applies only to those financial services representatives who hold a full-time career contract with a general agent of Massachusetts Mutual Life Insurance Company and who satisfy certain production requirements. Eligibility for subsidized benefits and before-tax coverage is based on meeting certain production requirements. Benefit Plan provisions are subject to modification or termination. This material does not imply your eligibility for any one or all of the plans or programs described.

Financial Services Professionals are independent contractors and are not employees of MassMutual, its subsidiaries, or of General Agents with whom they contract.

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