Financial Advisor
$150kAmeriprise 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
- Salary of $150,000 if you have $30M in assets to transition over to CWM at Ameriprise.
- 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: Glastonbury, CT & Mystic, 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 CT & New England Region
Employment Type: Full TimeBonus/Commission: No
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Financial Advisor in Glastonbury, CT vacancy
- ...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, CT17 hours ago - ...A financial services firm in Glastonbury, Connecticut is seeking a Financial Services Representative to provide clients with crucial financial guidance. The role involves prospecting clients, developing long-term relationships, and participating in training programs. Candidates...SuggestedWork experience placement
Barnum Financial Group
Glastonbury, CT17 hours ago - ...AdviceOne is hiring for a fast-growing advisory career that starts with a two-year advisor development program. You will work with clients across retirement decisions, asset management, and financial planning, gaining real client experience quickly. The role emphasizes...Suggested
AdviceOne
Glastonbury, CT4 days ago $60k
...experience in changing people’s lives, personally, professionally, and financially. WE ARE NORTHWESTERN MUTUAL ~ Fortune 500 Ranked 109th 20... ...FINANCIAL PLANNING WITH NORTHWESTERN MUTUAL Our Financial Advisors help clients reach their goals by developing and implementing...SuggestedFull timeWork at officeRemote workNorthwestern Mutual - West Hartford
Glastonbury, CT12 days ago$15 per hour
...on this job and more exclusive features. Direct message the job poster from Prudential Financial Business Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors ! Change your life by helping...SuggestedMinimum wageFull timeContract workPart timeInternshipImmediate start$55k - $130k
...Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready... ...experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on...Flexible hoursCharter Oak Insurance and Financial Services
Hartford, CT1 day ago$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 officeUnavailable
Hartford, CT2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual 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...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Hartford, CT2 days ago$80k - $85k
...OVERVIEW Financial Advisor - Wealth Services Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We...Work at officeLocal areaAlera Group, Inc.
Wethersfield, CT3 days ago$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hoursEdward Jones
East Hartford, CT2 days ago- ...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
Johnson Brunetti
Wethersfield, CT1 day ago - ...The Opportunity A well-established, planning-led fee-based RIA is hiring a Financial Advisor for its Connecticut offices (Farmington). This role is ideal for a motivated advisor who thrives in a relationship-based environment and enjoys both servicing existing clients...Work at officeLocal area
Radium Search
Hartford, 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
Ctwealthmgmt
Hartford, CT2 days ago - ...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...
Northwestern Mutual
Hartford, CT4 days ago $80k - $100k
...OVERVIEW Financial Advisor – Wealth Services Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking...Work at officeLocal areaDickerson Group
Wethersfield, CT4 days ago- ...Allstate is seeking a driven Financial Specialist to build your own financial services practice within an Allstate Agency. You’ll operate under the Allstate brand with strong support and access to customers in your community. You’ll meet clients face-to-face, develop relationships...
Allstate
Hartford, CT4 days ago $110k - $130k
...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 day ago$72.28k - $108.16k
...dialogue 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...Work at officeLocal areaWork from homeFlexible hoursTD
Hartford, CT1 day ago- ...Financial Solutions Advisor Registration Candidate - Newington Financial Center Newington, Connecticut To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility...Temporary workWork at officeMonday to FridayShift workDay shift
Bank of America
Newington, CT4 days ago - ...Financial Advisor (Entry-Level & Experienced Professionals) Financial Advisor (Entry-Level & Experienced Professionals) 3 days ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Direct message the job poster from Northwestern...Full timeWork experience placementInternshipWork at officeWork visa
Northwestern Mutual
Hartford, CT3 days ago $28.85 - $33.65 per hour
...Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Hourly payTemporary workMonday to FridayShift workDay shiftBank of America
Newington, CT1 day ago$48k
...Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors...Kestra Financial
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, CT17 hours ago - ...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. We believe trust comes from transparency...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Hartford, CT2 days ago $20.67 - $31.25 per hour
...Wallingford, Wethersfield 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 placementFlexible hoursDay shiftKey Bank
Glastonbury, CT1 day ago$25 - $38.46 per hour
...Glastonbury, Connecticut 06033Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank... ...on the entire client relationship with a plan-based approach to financial advice. As a PCB, you will deliver and refer appropriate...Hourly payDay shiftKeyCorp
Glastonbury, CT3 days ago- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...Full timeWork at office
- ...lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you... ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to connect...Immediate startAfternoon shift
Chase
Glastonbury, CT17 hours ago $80k - $100k
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- A fast-growing advisory firm is seeking candidates for a life-changing career in financial advising. Join their structured two-year development program, focusing on real client relationships and financial planning. Ideal candidates excel in communication and problem-solving...Remote jobTraineeship
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Advisor. Be the first to apply!
Related searches
- financial planning assistant Glastonbury, CT
- estate planning consultant Glastonbury, CT
- wealth advisor Glastonbury, CT
- financial consultant Glastonbury, CT
- financial counselor Glastonbury, CT
- associate corporate finance Glastonbury, CT
- finance associate Glastonbury, CT
- jde finance consultant Glastonbury, CT
- financial planning administrator Glastonbury, CT
- financial planning associate Glastonbury, CT