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Wealth Advisor – Scale Practice Asset Matching
Job in
Mystic, New London County, Connecticut, 06355, USA
Listed on 2026-06-18
Listing for:
00001 Ameriprise Financial Inc
Full Time
position Listed on 2026-06-18
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
00001 Ameriprise Financial Inc located in Mystic, CT is looking for an experienced Financial Advisor to join its team at Coastal Wealth Management. The role includes managing an initial book of approximately $20 million in assets and leveraging an asset matching program to enhance growth.
Ideal candidates should possess strong relationship-building skills and a commitment to exceptional client service. This position offers full-time opportunities and the potential for considerable practice scaling.
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