Finance Jobs in Glastonbury, CT

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3mo ago

Financial Advisor

Ameriprise Financial Glastonbury, CT

Glastonbury, CT

3mo ago Closed

Full time Advisor Client Relations Client Service

This position is no longer accepting applications (closed Aug 28, 2026).

Job Description

The Coastal Wealth Management network, an Ameriprise Financial franchise, offers a fully in-office Financial Advisor role based in Glastonbury, CT. This position focuses on retirement and wealth planning, with an asset matching transition program to help grow an advisory practice on site.

Responsibilities

Retirement planning, including 401(k) strategy development
Investment portfolio management and oversight
Family wealth planning and comprehensive financial guidance
Delivering full-service, relationship-driven client service
Maintaining an in-office, high-touch advisory model with a commitment to exceptional client care

Requirements

Experienced Financial Advisors
Entrepreneurial mindset with a desire to grow the practice
Strong ability to build and nurture client relationships and deliver superior service
Existing book of business is required
Commitment to achieving outstanding client outcomes

Growth and Transition Support

Initial book of approximately 20 million dollars to manage
Asset Matching Program to onboard new assets up to 50 million dollars
Examples: bring 25 million dollars and receive an additional 25 million to manage; bring 30 million dollars and receive an additional 30 million to manage
Proven experience in 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 located in Mystic, CT and Glastonbury, CT
Additional offices in Warwick, RI and Pensacola, FL
Team of 20+ professionals across locations
Assets Under Management exceeding 1.7 billion dollars
Custody and platform provided by Ameriprise Financial

Employment Type

Full-time

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