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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…




...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,

Firm Controller 

We are looking for a Firm 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.


  • 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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