Make a difference in the lives of individuals and families by providing expert financial advice. Your work here goes beyond numbers; it shapes futures and realises dreams.
At Coastal Advice Group, we believe in the power of financial guidance to transform lives. As a leading player in the industry, we are dedicated to creating a workplace that fosters growth, collaboration, and a commitment to excellence.
About our Company
Our amazing team has hundreds of years of combined experience in the Finance Industry and we keep growing. We work under a defined investment philosophy and process with a focus on providing financial advice that is both affordable and high quality to our 2,000 clients.
We have the ambitious growth plan to be known as one of Australia’s leading providers of financial planning advice, helping all our clients establish a future without limitation.
Life at Coastal Advice Group
At Coastal Advice Group (CAG), we foster a workplace where your professional aspirations align with a meaningful purpose. Our culture is anchored in core values: putting clients first, upholding integrity by delivering 100% of the truth 100% of the time, and embracing a mindset free from limiting beliefs . We are committed to continuous learning, offering ongoing training and development to ensure our team remains at the forefront of industry trends . Collaboration is at the heart of our operations, with an inclusive environment that encourages open communication and diverse perspectives. At CAG, you’ll find clear pathways for career advancement, supported by a framework that nurtures your growth. We understand the importance of work-life balance and provide the flexibility needed to excel both professionally and personally.
Benefits
At Coastal Advice Group (CAG), we believe in creating a workplace that supports, inspires, and rewards our team. We offer flexible work arrangements to help you balance your professional and personal life, along with competitive salaries that reflect your expertise and contributions. Our team enjoys access to leading industry technology, empowering them to deliver exceptional results efficiently and effectively.
We are passionate about your growth, providing learning and development allowances, as well as comprehensive internal and external training support. You’ll have direct access to industry leaders who can inspire and guide your career journey. Beyond professional development, we offer a wide range of Employee Value Propositions (EVPs) designed to enhance your experience with us.
At CAG, camaraderie is key—we host regular team-building days and events, fostering a vibrant and collaborative culture where you’ll feel truly valued. When you join us, you’re not just part of a team; you’re part of a company that invests in your success and well-being.
Competitive Salaries
We believe in compensating our employees fairly for their hard work and dedication. Our salaries are competitive and reflective of industry standards.
Flexible Work Arrangements
We understand that everyone has different needs and responsibilities outside of work. That’s why we offer flexible scheduling options and work from home arrangements for many of our positions.
Health and Wellness
We believe in taking care of our employees’ physical and mental health. That’s why we offer comprehensive health and wellness programs and resources to help our team members stay healthy and happy.
Employee Value Program
Our Employee Value Proposition is designed to empower and support our team with access to comprehensive financial advice, lending solutions, and accounting services, alongside robust internal training programs and a vibrant calendar of cultural events. We celebrate employee milestones and foster a workplace culture that values growth, connection, and holistic well-being.