Join Coastal Wealth ManagementAt Coastal Wealth Management, we're not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Coastal Wealth Management.This position is with an Ameriprise Financial Franchise owner.About OpportunityCoastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England.
As part of this growth, we are seeking both new and experienced Financial Advisors to join our team. This is a unique opportunity to accelerate your career, expand your client base, and partner with a firm that is committed to mutual success.Growth & Transition SupportWe offer a highly competitive and differentiated transition program:Initial book of approx. $20 million to manageAsset Matching Program: We will match onboarding of new managed assets up to $50 millionExample: Bring $25M ? Receive an additional $25M to manageBring $30M ?
Receive an additional $30M to manageProven expertise onboarding advisors and transitioning client relationshipsDedicated support to ensure a smooth, efficient, and client-focused transitionEnhanced partnership opportunities for advisors with an established book of businessAbout Coastal Wealth ManagementHeadquarters: Mystic, CT and Glastonbury, CTAdditional Offices: Warwick, RI | Pensacola, FLTeam Size: 20+ professionals across all locationsAssets Under Management: $1.7 billion+Custody & Platform: Ameriprise FinancialWe provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include:Retirement planning (including 401(k) strategies)Investment portfolio managementFamily wealth planningFull-service financial guidanceWe operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office.What We're Looking ForExperienced Financial AdvisorsEntrepreneurial mindset with a desire to growStrong relationship-building and client service skillsExisting book of business (required)Commitment to delivering exceptional client outcomesWhy Join Coastal Wealth Management?Immediate opportunity to scale your practiceUnique asset matching program to accelerate growthStrong operational and transition supportEstablished brand with deep regional presenceCollaborative, growth-oriented team cultureClear path to partnership for top performersNote: Candidates should be aware that this position involves working from our offices in Glastonbury and Mystic, CT.Full-Time/Part-TimeFull timeAmeriprise 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.