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 TimeBonus/Commission: No
Vacancy posted 8 days ago
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