Career Opportunities

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. It is the strong efforts of our team members that have lead to various awards such as being named a FIVE STAR Wealth Manager 11 consecutive years, including 2022.  Whether working out of our beautiful La Jolla, CA offices or remotely, Coastwise offers a positive, high energy, high integrity work environment for those with a passion for helping others.  We are actively seeking the following team members:

Financial Advisor (FA)

Financial Advisors are at the core of the Coastwise team.  FAs provide valuable advice to clients around financial planning, investment management, and other areas of one’s financial life.  Email or call us today to discuss how you might become a valuable member of the expanding Coastwise team.


Investment Advisor Representative (IAR)

The IAR works as an independent contractor whose primary responsibility is to build relationships and refer clients to Coastwise Capital Group. Any FA or IAR who is not currently licensed will receive training to pass the appropriate exams in addition to ongoing education from the professionals at Coastwise.

Coastwise Capital Group, LLC is an Equal Opportunity Employer.

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