Financial Advisor

Coastal Wealth Management – Financial Advisor Position

Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7billion in assets across 8 advisors and 4 offices. We have an established presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England.

• Initial book of ~20M to manage
• Asset Matching Program: match onboarding of new managed assets up to $50M (e.g. Bring $25M→receive an additional $25M 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

• Headquarters:
  Mystic, CT and Glastonbury, CT
• Additional Offices:
  Warwick, RI|Pensacola, FL
• Team Size: 20+ professionals across all locations
• Assets Under Management: $1.7billion+
• Custody & Platform:
  Ameriprise Financial
• Services:
  Retirement planning (including 401(k) strategies), investment portfolio management, family wealth planning, full‑service financial guidance

• 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

• 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.