We are changing the world’s understanding of wealth and we are always seeking new talent to be part of the movement.
CRN202208-270718
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.
Open Staff Positions
Associate Financial Planner (Coastal Wealth)
Position Overview: An Associate Financial Planner will be responsible for reviewing an organizations or individual's finances and developing a strategic plan to help them achieve and maintain their financial goals, including the identification of potential risks or opportunity for growth.
To learn more about this role, click here - Associate Financial Planner.pdf
If you are interested in applying, please contact Dave Leali at dleali@mycoastalwealth.com.
Client Service Associate for SET Team (Coastal Wealth)
Position Overview: Acts as an assistant and liaison to a series of financial advisors & wealth management professionals assisting with date entry of new business processing, applications, and general service requests. While executive assistant, general administration, or office management experience is preferred, the position is open to newcomers looking for an opportunity for a new career and future advancement. Financial industry history is a plus! Position is hybrid role requiring 2-3 days in office.
To learn more about this role, click here - Client Service Associate Position (SET).pdf
If you are interested in applying, please contact Jennifer Lubieniecki at JLubieniecki@mycoastalwealth.com.
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 a comprehensive benefits package that can help give peace of mind to you and the ones you love. To be eligible for the benefits package, you will need to be a full time Coastal Wealth staff member.
