Executive Assistant - Financial Services (Licensed Preferred)
Coastal Wealth Private Client Group
Supporting the President & Private Client Group Team

We're looking for an exceptional Executive Assistant to work directly with the President of Coastal Wealth Private Client Group and one of the top financial advisory teams in the country.

This is far more than an administrative role. It's a front-row seat to how a high-performing financial services practice operates at the highest level. You'll help support sophisticated clients, meaningful philanthropic initiatives, and a leadership team that values excellence, relationships, and impact.

If you enjoy financial services, thrive in a fast-paced environment, and want to be part of a team building something special, this is a tremendous opportunity for growth both professionally and personally.


The Role
You'll serve as a trusted partner to the President and advisory team, helping keep operations runn...