Wealth Advisor — Book Asset Matching
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-06-09
Listing for:
Role, Inc.
Full Time
position Listed on 2026-06-09
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant, Wealth Management
Job Description & How to Apply Below
Coastal Wealth Management, part of Ameriprise Financial in Connecticut, is seeking experienced Financial Advisors to accelerate their careers and expand their client base. With unique asset matching opportunities and dedicated support for smooth client transitions, this role offers a collaborative, growth-oriented team culture.
Join a reputable firm committed to delivering high-quality financial planning and investment management services. If you have an entrepreneurial mindset and an existing book of business, apply today.
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