Financial Advisor
Ameriprise Financial Services, LLC
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. Growth & Transition Support: 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 Example: Bring $25M → Receive an additional $25M to manage Bring $30M → Receive an additional $30M to manage 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 About 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: Family wealth planning 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. What We’re Looking For: Experienced Financial Advisors Entrepreneurial mindset with a desire to grow Strong relationship-building and client service skills Existing book of business (required) Commitment to delivering exceptional client outcomes Why Join Coastal Wealth Management? Immediate opportunity to scale your practice Unique asset matching program to accelerate growth Strong operational and transition supportEstablished brand with deep regional presence Collaborative, growth-oriented team culture Clear path to partnership for top performers Note: Candidates should be aware that this position involves working from our offices in Glastonbury and Mystic, CT #J-18808-Ljbffr Ameriprise Financial Services, LLC
- ...Wealth Management At Coastal Wealth Management, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique...SuggestedFull timePart timeWork at officeImmediate start
Ameriprise Financial
Glastonbury, CT3 days ago $60k
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Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to... ...that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the...Flexible hours$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative...Work at office- ...relationships, constantly challenging yourself, and providing financial planning and expertise, then we would like to talk to you! Our... ...and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments...Work at officeWeekday work
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Hartford, CT1 day ago - ...Merrill Advisor Development Program - Financial Advisor: Central Shoreline Market Hartford, Connecticut;Farmington, Connecticut; Mystic, Connecticut; Springfield, Massachusetts; New Haven, Connecticut; Fairfield, Connecticut To proceed with your application, you...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Hartford, CT3 days ago $48k
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- ...excellence. They rely on us as they make some of the most consequential financial decisions of their lives. If youre energized by helping people and want a fast track to becoming a trusted advisor, youve come to the right place. Training & Development Program...Temporary workLive inImmediate startRemote workWork from homeHome officeAfternoon shift
$28.85 - $33.65 per hour
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Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn’t for everyone, but for the driven individual who is willing to get after every day - freedom is the result with uncapped earnings...Permanent employment$20.67 - $31.25 per hour
...work at all any branch* Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...needs and provide guidance and solutions to assist in client's financial wellness both in person and through proactive calling efforts....Hourly payWork experience placementDay shiftKey Bank
Glastonbury, CT3 days ago$25 - $38.46 per hour
...Glastonbury, Connecticut 06033 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate financial...Hourly payWork experience placementDay shiftKeyCorp
Glastonbury, CT1 day ago- ...management and investment products and services for individuals, companies, and institutions. Role Specifics As a Merrill Advisor Development Program - Financial Advisor, you will build and manage relationships with high-net-worth individuals, identify their needs, review...Interim roleImmediate startShift workDay shift
- ...Join to apply for the Financial representative role at Modern Woodmen of America . Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services...Local area
Modern Woodmen
Hartford, CT4 days ago - ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are... ...services for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Immediate startAfternoon shift
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SunSource
Glastonbury, CT3 days ago - ...your people skills, and your commitment to helping others. As a Financial Services Representative with Barnum Financial Group, you’ll... ...various methods and strategies. Participate in our state of the art Advisor Pro Training program. Developing and maintaining long-term...Work experience placement
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$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and... ...opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. #LI-Onsite Qualifications Are...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual Life Insurance Company
Hartford, CT1 day ago$1,000 per month
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