Is Monterey Wealth hiring right now?

Monterey Wealth has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on Monterey Wealth's careers site.

Who leads Monterey Wealth?

Jay Cohen, President, is at the top of Monterey Wealth's org chart.

How do I apply for a job at Monterey Wealth?

Pick a role on Monterey Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on Monterey Wealth's own careers site, so you apply directly with the employer.

Monterey Wealth jobs and careers

As of October 24, 2026, Monterey Wealth has no open roles listed.

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About Monterey Wealth

Many 401k advisors provide investment guidance. In reality, investment management has become a commodity. Other advisors provide investment guidance and employee education. Some are effective and some are not. Very few 401k advisors provide investment management, employee education, and support plan operations. That’s what makes Monterey Wealth different. Our goal is simple. Own plan operations, help you keep your plan clean, and take work off the plan administrators' desk.

Founded in 2004 by Jay Cohen.

Employee Benefits Investment Management Retirement Consulting Finance Financial Services

Founded: 2004
Employees: 1 to 10

Leadership

The top of Monterey Wealth's org chart, with how many people report into each leader.

Jay Cohen

President

Jobs at Monterey Wealth

No open positions right now. Explore more companies on TheJobsMap.

Monterey Wealth jobs: common questions

Is Monterey Wealth hiring right now?: Monterey Wealth has no open roles listed as of October 24, 2026. Roles appear here as soon as they are posted on Monterey Wealth's careers site.
Who leads Monterey Wealth?: Jay Cohen, President, is at the top of Monterey Wealth's org chart.
How do I apply for a job at Monterey Wealth?: Pick a role on Monterey Wealth's TheJobsMap page and select Apply. Every listing links to the original posting on Monterey Wealth's own careers site, so you apply directly with the employer.