Coastal Wealth
Updated November 2020.
87%
Employees say this is a great place to work
Company Overview
About The Company
Coastal Wealth is one of the largest financial services firms in the United States. We pride ourselves on our open architecture allowing our financial professionals to have the independence of a boutique firm in conjunction with a large dynamic and technologically advanced organization. We have access to cutting edge technology to help redefine what is possible, to provide some of the most innovative, collaborative and trusted financial solutions for your practice. We help people keep their promises, protect their families, and support their communities.
COMPANY SIZE
45 U.S.-based Employees
(Small)
Industry
Financial Services & Insurance
HQ Location
Fort Lauderdale, FL, US
Interested in a career at Coastal Wealth, or just want to know more?
To discover what sets Coastal Wealth apart and explore relevant career opportunities, take a look at their website.
Employee Demographics
Generation
Tenure
Company Culture at Coastal Wealth
The employee experience below at Coastal Wealth, compared to a typical company.
Learn More87% of employees at Coastal Wealth say it is a great place to work compared to 57% of employees at a typical U.S.-based company.
95%
People here are given a lot of responsibility.
92%
Our customers would rate the service we deliver as "excellent."
90%
Management trusts people to do a good job without watching over their shoulders.
90%
People here quickly adapt to changes needed for our organization's success.
90%
I can be myself around here.
Why Work at Coastal Wealth?
See what employees say about what makes Coastal Wealth a great workplace. These words are drawn from employee comments on the Trust Index™ survey.
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