Growth-Focused Financial Advisor — Grow Your Book

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

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