Financial Advisor
Ameriprise Financial, Inc.
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: 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. 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 support Established 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 Full-Time/Part-Time Full time Employment Type: Full Time Bonus/Commission: No
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Barnum Financial Group
Glastonbury, CT2 days ago - ...At Ameriprise Financial, 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 qualities and reward...SuggestedFull timePart timeWork at officeImmediate start
00001 Ameriprise Financial Inc
Glastonbury, CT13 hours ago $15 per hour
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Glastonbury, CT14 days ago- ...ambitious people to join a fast-growing advisory firm with strong female leadership. The two‑year advisor development program is designed to spin you into a trusted financial advisor through hands‑on client work, mentorship, and real meetings from week two. This remote...SuggestedRemote jobRelocation
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...boutique, family-owned wealth management firm is seeking a Certified Financial Planner (CFP) to join their growing team. This is a unique... ...into managing a book of business over time. Financial Advisor Fairfield County, CT | Onsite | $110,000–$130,000 Base A boutique...Full timeLocumLocal areaRelocationMOHR Talent
Hartford, CT1 hour ago$65k - $80k
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New Britain, CT3 days ago $65k - $80k
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Newington, CT3 days ago- ...Connecticut Wealth Management (CTWM) is a well‑established, fast‑growing, independent, registered investment advisory firm. Financial Advisors are responsible for managing and retaining ongoing client relationships, either independently for “smaller” clients or in a co...Temporary workLocal area
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Hartford, CT13 hours ago $80k - $85k
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Hartford, CT3 days ago- American Eagle Financial Credit Union Incorporated is seeking a Personal Financial Representative in East Hartford, CT. In this role, you will provide personalized financial solutions, ensuring members feel valued and informed. You will help onboard new members and manage...
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$65k - $80k
Bank of America in Newington, Connecticut, is seeking a dedicated financial advisor to help clients achieve their financial goals. Responsibilities include triaging client requests, developing financial plans, and recommending appropriate investment strategies. Qualified...$61k - $119k
Northwestern Mutual in Hartford, CT, is seeking a Financial Advisor to build client relationships and provide personalized financial plans. This role offers a chance to be a business owner in a performance-based compensation structure, with average earnings between $61,...$55k - $130k
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- Northwestern Mutual is seeking a Financial Advisor in Hartford, Connecticut. This role offers a unique opportunity to start a business while helping clients with financial planning. As a Financial Advisor, you'll build client relationships, develop personalized financial...
$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$72.28k - $108.16k
...with your recruiter who can provide you more specific details for this role. Line of Business TD Wealth Job Description The Financial Advisor (FA) role is a three-year program with a forgivable draw, for financial advisors or planners who will be providing financial planning...Work at officeLocal area- ...Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact...
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Northwestern Mutual
West Hartford, CT2 days ago $80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...Interim roleWork at officeLocal areaImmediate startShift workDay shiftDormont Manufacturing Company
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