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Job Description
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 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 Ameriprise Financial. This position is with an Ameriprise Financial Franchise owner. Job Description 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. 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 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. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of year-end 2024. Our team of 22,000 people across 19 countries, serves more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.
