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.
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
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
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.
