Financial Advisor
About The Position
This position is with an Ameriprise Financial Franchise owner. Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England. As part of this growth, we are seeking both new and experienced Financial Advisors to join our team. This is a unique opportunity to accelerate your career, expand your client base, and partner with a firm that is committed to mutual success. We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include: Retirement planning (including 401(k) strategies) Investment portfolio management Family wealth planning Full-service financial guidance. We operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office.
Requirements
- Existing book of business (required)
- Entrepreneurial mindset with a desire to grow
- Strong relationship-building and client service skills
- Commitment to delivering exceptional client outcomes
- Candidates should be aware that this position involves working from our offices in Glastonbury and Mystic, CT
Nice To Haves
- Experienced Financial Advisors
Responsibilities
- Manage an initial book of approximately $20 million in assets.
- Onboard new managed assets and transition client relationships.
- Provide comprehensive, personalized financial planning and investment management.
- Offer services including retirement planning (including 401(k) strategies), investment portfolio management, family wealth planning, and full-service financial guidance.
- Deliver exceptional client care and a high-touch experience.
Benefits
- Competitive and differentiated transition program
- Asset Matching Program: Match onboarding of new managed assets up to $50 million
- Proven expertise onboarding advisors and transitioning client relationships
- Dedicated support for a smooth, efficient, and client-focused transition
- Enhanced partnership opportunities for advisors with an established book of business
- Strong operational and transition support
- Established brand with deep regional presence
- Collaborative, growth-oriented team culture
- Clear path to partnership for top performers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
