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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. 

CRN2208-270718

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 Positions 


Brokerage Director

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
To learn more about this role,  click here - BD Candidate profile.docx

If you are interested in applying, please contact John Hitchcock, JHitchcock@MassMutualBrokerage.com

Practice Development Specialist 

We are in search for:
    •    Consult with firm leadership to develop, leverage, and promote firm goals for business technology tools

    •    Consult with financial professionals to develop their goals in relation to business technology tools while ensuring they help grow their practice
    •    Proactively search out solutions to maximize productivity, operational efficiency and growth by collaborating with firm and home office partners

To learn more about this role,  click here - 2022 PDS Job Posting.pdf

If you are interested in applying, please contact Dr. Jason Heller, JasonHeller@mycoastalwealth.com,

Financial Controller 

We are looking for a Financial Controller to be responsible for overseeing the transactional activity of our accounting department, auditing monthly financials, and preparing financial reports, which include balance sheets, cashflow statements and P&L.

Duties/Responsibilities

  • Monitoring Internal Controls
  • Managing Accounting Records
  • Preparing financial reports
To learn more about this role,  click here - Controller Job Description.docx

If you are interested in applying, please contact Erin Sloss, Esloss@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.

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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