Financial Advisor

About the role

Coastal 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 Support: We offer a highly competitive and differentiated transition program: Initial book of approx. 20M to manage Asset Matching Program: We will match onboarding of new managed assets up to $50 million Example: Bring $25M → Receive an additional $25M to manage Bring $30M → Receive an additional $30M to manage Proven expertise 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: Mystic, CT and Glastonbury, CT Additional Offices: Warwick, RI | Pensacola, FL Team Size: 20+ professionals across all locations Assets Under Management: $1.7 billion+ Custody & Platform: Ameriprise Financial We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include: Retirement planning (including 401(k) strategies) Investment portfolio management Family wealth planning Full-service financial guidance We 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.