can help our clients
and avoid common
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.
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
Of high integrity
Energetic and enthusiastic
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
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