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Careers at Coastal Wealth

Discover Your Potential

We are changing the world’s understanding of wealth and we are always seeking new talent to be part of the movement. 

The Team at Coastal Wealth Is…

Self-Reliant

Ethical

Unwavering

...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.


Opportunities Available

Agency Compliance Coordinator

This role will support the Agency Supervisory Officer (ASO) team in coordinating a variety of supervisory related tasks.

Responsibilities include:

•Assign & monitor training requirements for newly onboarded associates.

•Manage offboarding of associates.

•Monitor websites and other sales material approval and tracking.

•Prepare records for office inspections and personal interviews.

•Asist with Checks and Securities Remittance tracking.

•Maintain Agency records in accordance with Company policy and maintain Agency records for event approval.

•Tracking of annual firm element training requirements.

Please contact Claudia Spence: claudiaspence@mycoastalwealth.com

Business Development Specialist

Will work closely with the Recruiting team in coordinating a variety of recruiting related tasks.

Position available to someone skilled in recruiting administration and marketing.

Previous experience in the Financial Services industry preferred.

Please contact Erin Sloss: esloss@mcoastalwealth.com

Technology Specialist

Current Opportunity for Passionate IT professional to champion technological innovations within our firm.

Please contact Clare Morris: claremorris@mycoastalwealth.com

Benefits

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)

Unlimited PTO

4 day Work Week

$2,000 Educational Expenses

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