Build a Career
With Purpose.

Explore open roles across our advisor and support teams. Whether you're new to the industry or ready to level up, Coastal Wealth offers the platform, mentorship, and support to grow into a thriving career.

Build a Career  With Purpose.Build a Career  With Purpose.

Coastal Wealth is growing.

We’re looking for driven professionals who want to grow their own business inside a values-led organization. With over 500 financial professionals and staff across the Southeast, we offer deep resources, mentorship, and a proven platform to help you succeed.

The Way We Work

Growth should build value that lasts. The model offers competitive payouts, equity opportunities, and flexible succession options designed to reward enterprise building.

Self-Reliant

We encourage ownership. Every advisor has the tools to lead their practice with purpose and clarity.

Ethical

We hold ourselves to the highest standards. Integrity and transparency guide every client interaction and planning recommendation.

Unwavering

We back our people and principles. Advisors can count on steady support at every stage.

Why Coastal Wealth

A Culture That Moves You Forward

Our firm is built on values that shape how we serve clients and support one another. Integrity is our foundation. Collaboration strengthens every decision we make. Diversity brings new perspectives. Innovation helps us adapt and evolve. At every level, we take pride in being a trusted guide—for our clients and our teammates.

Compensation That Reflects Your Effort

We reward performance and provide clear paths to grow income over time. Our compensation structure supports new advisors, experienced professionals, and everyone in between.

  • Full match of Social Security and Medicare contributions
  • Performance-based incentive compensation
  • Vested residual income
  • Allowances, bonuses, and milestone rewards

Why Coastal Wealth

Support That Covers
the Whole Picture

We offer a complete benefits package that supports your work and your life. These programs help you protect your income, plan for the future, and care for those who matter most.

Medical, dental, and vision coverage

Flexible time off and family support

401(k) and non-qualified thrift plans

Health savings accounts

Life and disability insurance

Incentives for top producers

300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform
300+ Advisors Across FL & GA
Affiliated with MassMutual
Supported Independence Platform

Explore the
Role Before You Commit

Our Career Sampling Program gives you a front-row seat to what it’s like to work in financial services. You’ll be paired with a mentor, go through licensing, engage with clients, and start building skills from day one. This is a guided, hands-on experience designed to help you understand the business, your potential, and what’s possible here at Coastal.

If you're interested in joining our Career Sampling Program, fill out the form below to get started.

Led by Operators. Not
Bureaucrats.

What life, changing growth looks like

“We were running three different vendors across marketing, recruiting, and life. Nothing was connected. I brought in Revolt, and within 90 days we had a full pipeline, a clear message, and two new advisors onboarding. I’ve never felt this supported, and I’ve been in the business 14 years.”

— Firm Owner, Florida

Ready to Talk?

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
We'll get back to you within one business day. Your information is kept strictly confidential.

Proven by Results. Trusted by Builders.

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

"This is what the industry’s been missing. A real partner that gets the business and delivers without ego."

— Advisor, Breakaway Team

"We plugged into their Life & P&C verticals and unlocked an entirely new revenue stream, without hiring in-house."

— Principal, Independent RIA

Let’s Talk About Your Next Step

No pressure. No obligation. Just a confidential conversation about your practice, your business, and whether Coastal Wealth is the right fit for your future.

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.