Senior Financial Advisor - Wealth Planning & Growth

Threadneedle group; Glastonbury (CT); Vor Ort; USD 135.000 - 165.000; Vollzeit

Benefits dieser Stelle

Benefits eligible

Formulaic incentive plan

Industry-leading benefits

Zusammenfassung

Ameriprise Financial invites an Experienced Financial Advisor to join Coastal Wealth Management in Glastonbury, CT. The role focuses on goals-based financial planning, investment guidance, and building long‑term client relationships with a strong emphasis on service quality and compliance.

Qualified candidates hold FINRA Series 7/66 with 5+ years’ experience, a bachelor's degree or higher, and preferred CFP/CRPC designations.

Qualifikationen

• FINRA Series 7 & 66 registrations required with 5+ years' experience.
• Experience managing client portfolios and driving growth.
• Proven relationship building and business development skills.
• Bachelor's degree or higher strongly preferred; CFP and/or CRPC designations desired.

Aufgaben

• Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs.
• Maintain knowledge of the firm's planning tools and strategies.
• Establish and maintain relationships with the management team and inform them of supervisory needs.
• Source prospective clients and capitalize on referrals.
• Understand all aspects of an optimal practice and complete the training to continue a successful career as a Financial Advisor.

Kenntnisse

FINRA Series 7 & 66 registrations

Portfolio management

Relationship building

Business development

Communication skills

Ausbildung

Bachelor's degree or higher

CFP designation

CRPC designation

Jobbeschreibung

Ameriprise Financial invites an Experienced Financial Advisor to join Coastal Wealth Management in Glastonbury, CT. The role focuses on goals-based financial planning, investment guidance, and building long‑term client relationships with a strong emphasis on service quality and compliance.

Qualified candidates hold FINRA Series 7/66 with 5+ years’ experience, a bachelor's degree or higher, and preferred CFP/CRPC designations.