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 OpportunityCoastal 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 timeAmeriprise 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.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
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 OpportunityCoastal 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 timeAmeriprise 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.
VEVRAA Federal Contractor.
We request Priority Protected Veteran & Disabled Referrals for all of our locations within the state.
About Ameriprise Financial
For 125 years, we have remained true to our vision of putting our clients' interests first. We are passionate about helping you live the full and rich life you’ve earned and committed to helping you be brilliant.
A company with integrity.
Integrity has been a core value since we were founded by John Tappan in 1894. It's how, through panics, recessions, the Great Depression, and the recent Great Recession, we've grown into a global financial leader. We've never lost our focus on our clients. That's who we are.
We have more than $875 billion in assets under management and administration.
We maintain leadership positions in each of our core business segments: Advice & Wealth Management, Asset Management, Annuities, and Protection.
We have more than 2 million individual, business, and institutional clients.
Our Leaders
Part of our strength as a company comes from the strength of our leadership—an experienced and long-tenured team.
Our Locations
Ameriprise Financial was founded and is headquartered in Minneapolis. We also have corporate offices throughout the United States and across the globe, including New York, Boston, London, and India.
Our History
Since 1894, we at Ameriprise Financial have been helping millions of clients invest towards their financial goals and dreams.
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