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
Brokerage Director (Coastal Wealth)
We are in search for:
- Experienced sales leader with background in brokerage and/or wholesaling.
- Strong network of existing relationships in local community.
- Entrepreneurial-minded individual with ability to leverage relationships and build a business with limited oversight.
If you are interested in applying, please contact John Hitchcock, JHitchcock@MassMutualBrokerage.com.
Brokerage Coordinator (Coastal Wealth)
Position Overview: This position will work as part of a team, but also work individually with each Brokerage Director and should have a significant grasp of protection products, such as whole life, term, and disability income insurance, in addition to fixed annuities. The position is a hybrid one requiring some in-office attendance in St. Augustine FL.
To learn more about this role, click here -Brokerage Coordinator Position.pdf
If you are interested in applying, please contact John Hitchcock, JHitchcock@MassMutualBrokerage.com.
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 Sam Eppy at sam@levantiwealth.com.
Front Desk Receptionist (Coastal Wealth)
Position Overview: As the first point of contact for the agency the front desk personnel shall facilitate positive contact and communications between visitors and agency staff and/or financial representatives by physically or virtually greeting visitors at multiple office locations. In addition to fielding incoming phone calls, he/she will also offer support by performing administrative and clerical tasks, including the handling and distribution of correspondence.
To learn more about this role, click here - Front Desk Receptionist Position.pdf
If you are interested in applying, please contact Sady Picart at spicart@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.
Paraplanner (Bienenfeld, Lasek & Starr, LLC)
Position Overview: As a Paraplanner, you will work closely with advisors in preparing and implementing financial plans. You will prepare client agreements, collect data, input client information into eMoney, and produce the final plan.
To learn more about this role, click here - 2719060 Approved Job Posting - Paraplanner.pdf
If you are interested in applying, please contact Kari Mitry, kmitry@blsfinancial.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.
