Financial Advisor

Ameriprise Financial Services, LLC • Mystic, CT

1d • Onsite

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 offer a highly competitive and differentiated transition program: Initial book of approx. 20M to manage Asset Matching Program: We will match onboarding of new managed assets up to $50 million. Proven expertise onboarding advisors and transitioning client relationships. Dedicated support to ensure a smooth, efficient, and client-focused transition. Enhanced partnership opportunities for advisors with an established book of business. Coastal Wealth Management Headquarters: Mystic, CT and Glastonbury, CT. Additional Offices: Warwick, RI | Pensacola, FL. Team Size: 20+ professionals across all locations. Assets Under Management: $1.7 billion+. Custody & Platform: Ameriprise Financial. 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

Nice To Haves

• Experienced Financial Advisors

Responsibilities

• Manage an initial book of approximately 20M in assets.
• Onboard new managed assets, with the firm matching up to $50 million.
• Transition client relationships smoothly and efficiently.
• 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

• Asset Matching Program: Match onboarding of new managed assets up to $50 million
• Strong operational and transition support
• Clear path to partnership for top performers

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed