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 Specialist (Coastal Wealth)
We are in search for:
Provide concierge level of service to Coastal Wealth’s Life and Disability Brokerage Team. Current Experience in Industry Preferred.
- Case Design Work.
- Tracking and Processing of New Business.
- Marketing and Social Media postings.
- Contracting and Onboarding of new Brokers.
- Assist with Client Service Model for current Brokers.
If you are interested in applying, please contact Roger Dominey at rdominey@mycoastalwealth.com.
Practice Development Specialist (Coastal Wealth)
Position overview: The Practice Development Specialist will be responsible for managing all the activities that will support the integration and sustainment of business technology tools designed to develop career advisors. A successful practice development specialist will consult with the firm leadership, advisors, and sales assistants to drive integration for business technology tools with a goal of practice optimization.
To learn more about this role, click here - PDS Position.pdfIf you are interested in applying, please contact RJ Miles at rmiles@mycoastalwealth.com.
Paraplanner/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 - Paraplanner Position.pdfIf you are interested in applying, please contact Sam Eppy at sam@levantiwealth.com.
Controller (Coastal Wealth)
Position Overview: As the Controller you will be responsible for managing and overseeing all facets of the company’s accounting operations, which entails directing all maintenance, analysis and reporting of financial records including budgets, planning, and required filings. You will be expected to help develop business strategies and metrics, and present findings and recommendations to management, but will report directly to the CEO.
To learn more about this role, click here - Controller Position.pdfIf you are interested in applying, please contact Sady Picart at spicart@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.pdfIf you are interested in applying, please contact Sady Picart at spicart@mycoastalwealth.com.
Agency Technology Specialist (Coastal Wealth)
Position Overview: The Agency Technology Specialist (ATS) should possess technical expertise accompanied with a positive attitude and great interpersonal skills. In collaboration with Home Office (HO) resources and the agency's technology team, he/she will function as the firm's on-site technical resource with regard to cyber protection, technical troubleshooting, device setup and software training and implementation. This includes overseeing effective, secure, and compliant agent system and software usage, system access issues, and the setup, rollout, maintenance and oversight of HO technology requirements, practices, and equipment.
To learn more about this role, click here - ATS Position.pdfIf 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).pdfIf 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.pdfIf 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.
