# Monterey Wealth jobs and careers

> 0 open roles at Monterey Wealth as of October 24, 2026. Source: https://www.thejobsmap.com/company/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.

## Key facts

| | |
|---|---|
| Open roles | 0 |
| Founded | 2004 |
| Employees | 1 to 10 |
| Industries | Employee Benefits, Investment Management, Retirement, Consulting |
| Website | https://montereywealth.com |

## Leadership

- Jay Cohen, President

## 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.