Financial Advisor Job Portland area,Connecticut USA,Finance & Banking

Looking to grow your advisory practice with the support of an established, relationship-driven team? Experienced Financial Advisor – Growth-Focused Opportunity Overview

If you’re an experienced Financial Advisor who has built momentum—and want an environment that supports continued growth-this could be worth a conversation.

We’re an established, relationship-driven practice seeking an advisor who brings an existing book of business or a proven ability to develop one. This role is designed for someone who wants to grow their practice with the support of an experienced team and strong operational infrastructure.

Key Responsibilities

Manage and grow your client relationships with a long-term, planning-focused approach
Lead financial planning conversations and deliver tailored strategies
Develop new business through referrals, networking, and personal connections
Implement investment and portfolio strategies aligned with client goals
Collaborate with a dedicated support team to enhance the client experience
Maintain high standards of professionalism, compliance, and ethics

Qualifications

5+ years of financial advising or wealth management experience
Existing book of business or demonstrated success in business development
Series 7 and Series 66 (or equivalent), plus insurance licenses
Strong relationship-building and communication skills
Entrepreneurial mindset with a commitment to growth
Organized, detail-oriented, and client-focused

Why Advisors Consider This Opportunity

Grow your practice within a supported, established environment
Dedicated administrative and operational support
Consistent planning philosophy and service model
Collaborative, professional team culture
Ability to focus on long-term client relationships—not just transactions

Primarily in-office, with occasional local travel for client meetings. You’ll work alongside an experienced practice leader and a collaborative team.

Let’s Connect

We understand that experienced advisors are often not actively looking. If you’re open to exploring how your current environment supports your long-term growth, we’re happy to have a confidential, no-pressure conversation.

Compliance & Disclosures

This position is with an independent Ameriprise Financial franchise practice. Ameriprise Financial Services, LLC is not affiliated with this opportunity and does not supervise the day-to-day activities of the franchise practice.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.