Financial Advisor

Join Coastal 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 qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Coastal Wealth Management.

This position is with an Ameriprise Financial Franchise owner.

About Opportunity

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. $20 million 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

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.