A sailboat's mast.

Knowing we

can help our clients

make intelligent,


investment decisions

and avoid common 


mistakes drives 

us daily. 



Coastwise Capital Group, LLC is always on the lookout for talented and motivated individuals who want to learn, grow, and be part of an exciting, forward-looking organization. We are well-established and growing, and known for our openness to new ideas and approaches. It is the strong efforts of our team members and related parties that has lead to various awards like being named La Jolla's Best Financial Advisor in the La Jolla Light's 2009, 2010, & 2011 Best of La Jolla poll, as well as a 2010, 2011, 2012, 2013 & 2014 San Diego FIVE-Star Wealth Manager, a standard of performance and success we continue to build upon daily.






Investment Advisor Representative (IAR)

The IAR is expected to work as an independent contractor whose primary responsibility is to build relationships and refer clients to Coastwise Capital Group for the opening of investment advisory accounts. The IAR is expected to have his or her own book of business prior to becoming an IAR for Coastwise.

All Investment Advisor Representatives who are not registered will receive Series 65 licensing, in addition to receiving valuable initial and ongoing training from the professionals at Coastwise. This position is designed to allow Coastwise the opportunity to reach potential clients through an experienced representative, developing relationships and opportunities that provide these potential clients access to Coastwise's superior services and products.

Applicants to be considered for this position are:

  • Experienced in the finance industry

  • Interested in and have a base knowledge of finance/investing

  • Motivated self-starters

  • Of high integrity

  • Energetic and enthusiastic

  • Articulate

Requirements of the program are:

  • Become Series 65 licensed

  • Have your own book of business

  • Maintain compliance with all applicable federal and state rules, regulations and laws governing the provision of investment advisory services

  • Possess experience in the finance industry

  • Have professionalism

  • Maintain confidentiality

Benefits of joining the Coastwise IAR Program are:

  • Have a flexible schedule – work only the hours you want to work

  • Get compensated for your introductions, and continue to get paid

  • Receive valuable initial and ongoing training on being an Investment Advisor Representative

  • Join a team of highly motivated individuals


  • Compensation is based on an ongoing percentage of management fees collected from clients referred by the IAR

Positions available in San Diego, Los Angeles, San Francisco, Phoenix, Salt Lake City, and other select cities. Seriously interested and qualified candidates please email your resume to [email protected]


Coastwise Capital Group, LLC is an Equal Opportunity Employer