What are the responsibilities and job description for the Financial Advisor position at Ameriprise Financial Services, LLC?
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
Note: Candidates should be aware that this position involves working from our offices in Glastonbury and Mystic, CT
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.
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
Note: Candidates should be aware that this position involves working from our offices in Glastonbury and Mystic, CT
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.