Financial Advisor

Mc Cabe & Associates, A private wealth advisory practice of Ameriprise Financial Services, LLC; Portland (CT); On-site; USD 120,000 - 250,000; Full time

Job summary

Mc Cabe & Associates, a private wealth advisory practice of Ameriprise Financial Services, LLC, is seeking an experienced Financial Advisor with a growth focus to join our relationship-driven team in Connecticut. If you have an existing book of clients or a proven ability to develop one, this role offers the support of an established practice and a robust operating infrastructure to help you scale.

Primarily in-office with occasional local travel for client meetings, the role emphasizes

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.

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

Skills

Financial advisory

Business development

Relationship-building

Licenses

Entrepreneurship

Organization

Job description

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.