Coastal Wealth Careers

Discover Your Potential With Coastal Wealth

We are changing the world’s understanding of wealth and we are always seeking new talent to be part of the movement. Fully committed to the success and development of each financial professional, our firm provides the knowledge, support and planning to help you build a successful business.

With over 500 financial professionals and staff employees, we take a collaborative approach to serving our clients. 


    Our team embodies a spirit of self-reliance, demonstrating initiative and resourcefulness as they navigate challenges and contribute to the collective success of our dynamic financial firm.


    We take pride in fostering a workplace culture that prioritizes integrity, honesty, and transparency, ensuring our clients receive the highest standard of ethical financial services.


    Our team's commitment is unwavering, consistently delivering excellence and steadfastly navigating the complexities of the financial landscape to ensure the satisfaction of our clients.

    Our Values

    Coastal Wealth, a premier financial solutions firm, is anchored in unwavering integrity, transparency, and ethical conduct. We embrace diversity, fostering an inclusive environment for unparalleled financial expertise. Innovation is our heartbeat, driving dynamic solutions tailored to your evolving needs. Through collaborative efforts, our dedicated team delivers comprehensive financial services that surpass individual capabilities. Responsibility guides our decisions, emphasizing the broader impact on clients and communities. Trust Coastal Wealth’s associates, revered for unmatched expertise, to navigate your financial journey with integrity, diversity, innovation, collaboration, and responsibility.

    Our Commitment

    At Coastal Wealth, we commit to empowering our clients with unwavering dedication, providing comprehensive and ethical financial solutions. Our team strives to foster a culture of self-reliance, ensuring excellence through innovation, collaboration, and a steadfast commitment to ethical practices. With transparency as our foundation, we navigate the financial journey alongside our clients, committed to achieving their unique goals with integrity, expertise, and the highest standards of service.


    Discover the fulfilling side of a workday at Coastal Wealth! We believe that finding honor in your profession makes all the difference. Our financial services representatives take pride in being trusted business professionals who genuinely help others. We’re here to ensure you feel fantastic about your work and the rewarding outcomes it brings. Join us for a fulfilling career that goes beyond the ordinary.

    Your specific compensation* is based on your particular product mix and production level. Compensation varies by product line. We competitively offer:


    At Coastal Wealth, we understand that your earnings are just one aspect of a comprehensive compensation package. Recognizing the importance of attracting and retaining top talent, we proudly offer an exceptional range of benefits designed to bring peace of mind to you and your loved ones. Join us for a career where your well-being is a top priority, and your total compensation goes beyond just the numbers.

    Career Sampling

    Explore roles within our company even if you have no prior experience. This is the perfect opportunity to get a taste of what we have to offer.

    Our career sampling process offers an opportunity to explore the inner workings of a financial services practice, and the best part is, no prior experience is needed. The program is specifically designed to provide you with a comprehensive understanding and exposure to the day-to-day activities of a financial services representative. You’ll undergo licensing, engage with clients, and gain hands-on experience in creating proposals and recommendations.

    Throughout this journey, you’ll be closely guided by a mentor from a local agency. This mentorship will play a crucial role in helping you determine if a career in financial services aligns with your aspirations. It’s a fantastic chance to dive into the world of finance, even if you’re just starting out!

    If you'd like to register for our Career Sampling Program, please fill out the form below now: