Financial Advisor
About the role
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.
Responsibilities
- Accelerate your career and expand your client base
- Partner with a firm committed to mutual success
- Manage an initial book of approximately $20M to manage
- Receive an additional $25M to manage upon bringing $25M under management
- Receive an additional $30M to manage upon bringing $30M under management
- Onboard existing clients and advisor relationships
- Work fully in-office to maintain high-touch client care
Requirements
- Experienced Financial Advisor
- 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
Qualifications
- Comprehensive, personalized financial planning and investment management experience
- Experience with retirement planning (including 401(k) strategies)
- Experience with investment portfolio management
- Experience with family wealth planning
- Experience with full-service financial guidance
Benefits
- Competitive and differentiated transition program
- Asset matching program to accelerate growth
- Dedicated support to ensure a smooth, efficient, and client-focused transition
- Enhanced partnership opportunities for advisors with an established book of business
Pay
Details not specified
Schedule
Full-time
Benefits
Details not specified
Company Information
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.