Financial Advisor
Glastonbury, CT · On-site
This is a unique opportunity to accelerate your career, expand your client base, and partner with a ... Ameriprise Financial We provide comprehensive, personalized financial planning and investment ...
Glastonbury, CT · On-site
This is a unique opportunity to accelerate your career, expand your client base, and partner with a ... Ameriprise Financial We provide comprehensive, personalized financial planning and investment ...
Glastonbury, CT · On-site
This is a unique opportunity to accelerate your career, expand your client base, and partner with a ... Ameriprise Financial We provide comprehensive, personalized financial planning and investment ...
Glastonbury, CT · On-site
This is a unique opportunity to accelerate your career, expand your client base, and partner with a ... Ameriprise Financial We provide comprehensive, personalized financial planning and investment ...
Glastonbury, CT · On-site
This is a unique opportunity to accelerate your career, expand your client base, and partner with a ... Ameriprise Financial We provide comprehensive, personalized financial planning and investment ...
Stamford, CT · On-site
$91K - $113K/yr
Career acceleration opportunities * Direct executive visibility * Cross-functional business exposure * The opportunity to help shape scalable finance infrastructure You will work closely with Finance ...
Stamford, CT · On-site
$91K - $113K/yr
Career acceleration opportunities * Direct executive visibility * Cross-functional business exposure * The opportunity to help shape scalable finance infrastructure You will work closely with Finance ...
$91K - $113K/yr
Career acceleration opportunities * Direct executive visibility * Cross-functional business exposure * The opportunity to help shape scalable finance infrastructure You will work closely with Finance ...
Quick apply
$91K - $113K/yr
Career acceleration opportunities * Direct executive visibility * Cross-functional business exposure * The opportunity to help shape scalable finance infrastructure You will work closely with Finance ...
$91K - $113K/yr
Career acceleration opportunities * Direct executive visibility * Cross-functional business exposure * The opportunity to help shape scalable finance infrastructure You will work closely with Finance ...
$91K - $113K/yr
Career acceleration opportunities * Direct executive visibility * Cross-functional business exposure * The opportunity to help shape scalable finance infrastructure You will work closely with Finance ...
New London, CT · On-site
Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... and accelerating your professional development. * Compensation: As you begin this career, your ...
New London, CT · On-site
Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... and accelerating your professional development. * Compensation: As you begin this career, your ...
New London, CT · On-site
Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... and accelerating your professional development. * Compensation: As you begin this career, your ...
New London, CT · On-site
Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First ... and accelerating your professional development. * Compensation: As you begin this career, your ...
Norwalk, CT · On-site
$200 - $220/hr
By moving beyond feature delivery, this leader focuses on strategic outcomes; such as accelerated financial closes, reduced manual effort, and strengthened controls to ensure the finance tech stack ...
Norwalk, CT · On-site
$200 - $220/hr
By moving beyond feature delivery, this leader focuses on strategic outcomes; such as accelerated financial closes, reduced manual effort, and strengthened controls to ensure the finance tech stack ...
Hamden, CT · On-site
The Financial Consultant provides in person and virtual counseling for all participants, new ... accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and ...
Hamden, CT · On-site
The Financial Consultant provides in person and virtual counseling for all participants, new ... accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and ...
Hamden, CT · On-site
The Financial Consultant provides in person and virtual counseling for all participants, new ... accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and ...
Hamden, CT · On-site
The Financial Consultant provides in person and virtual counseling for all participants, new ... accelerating innovation and delivering meaningful results. Our workplace brings together TIAA and ...
Fairfield, CT · On-site
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book ... Established referral network to accelerate your book growth * Access to a broad suite of investment ...
Fairfield, CT · On-site
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book ... Established referral network to accelerate your book growth * Access to a broad suite of investment ...
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book ... Established referral network to accelerate your book growth * Access to a broad suite of investment ...
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book ... Established referral network to accelerate your book growth * Access to a broad suite of investment ...
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book ... Established referral network to accelerate your book growth * Access to a broad suite of investment ...
Financial Advisor (Greater Bridgeport Market) -Bridgeport, CT & surrounding area Build your book ... Established referral network to accelerate your book growth * Access to a broad suite of investment ...
Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established ... Established book and referral network to accelerate impact * Access to a broad suite of investment ...
Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established ... Established book and referral network to accelerate impact * Access to a broad suite of investment ...
Cos Cob, CT · On-site
Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established ... Established book and referral network to accelerate impact * Access to a broad suite of investment ...
Cos Cob, CT · On-site
Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established ... Established book and referral network to accelerate impact * Access to a broad suite of investment ...
Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established ... Established book and referral network to accelerate impact * Access to a broad suite of investment ...
Senior Financial Advisor (Greenwich Market) - Greenwich, CT Lead, grow, and deepen an established ... Established book and referral network to accelerate impact * Access to a broad suite of investment ...
Norwalk, CT · On-site
$137K - $240K/yr
Define and lead finance transformation initiatives by implementing or optimizing ERP/consolidation tools, FP&A platforms, BI dashboards, data pipelines, and self‑service analytics to accelerate ...
Norwalk, CT · On-site
$137K - $240K/yr
Define and lead finance transformation initiatives by implementing or optimizing ERP/consolidation tools, FP&A platforms, BI dashboards, data pipelines, and self‑service analytics to accelerate ...
Stamford, CT · On-site
$124K/yr
Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team ... accelerate their path to value creation. Recruiting for this role ends on 9/1/2026. Work You'll Do ...
Stamford, CT · On-site
$124K/yr
Financial Services Senior Consultant - Financial Risk Our Deloitte Regulatory, Risk & Forensic team ... accelerate their path to value creation. Recruiting for this role ends on 9/1/2026. Work You'll Do ...
... accelerate business outcomes, and optimize organization effectiveness and efficiency. Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past ...
... accelerate business outcomes, and optimize organization effectiveness and efficiency. Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past ...
Hartford, CT · On-site
$73K - $122K/yr
... accelerate business outcomes, and optimize organization effectiveness and efficiency. Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past ...
Hartford, CT · On-site
$73K - $122K/yr
... accelerate business outcomes, and optimize organization effectiveness and efficiency. Travelers' financial analysis team translates raw numbers into actionable insights to tell the story of past ...
$30K - $37.2K
6% of jobs
$42.5K is the 25th percentile. Wages below this are outliers.
$37.2K - $44.4K
25% of jobs
$44.4K - $51.6K
13% of jobs
The median wage is $58.2K / yr.
$51.6K - $58.9K
6% of jobs
$58.9K - $66.1K
4% of jobs
$66.1K - $73.3K
12% of jobs
$73.3K - $80.5K
6% of jobs
$83.2K is the 75th percentile. Wages above this are outliers.
$80.5K - $87.7K
6% of jobs
$87.7K - $95K
8% of jobs
$95K - $102.2K
7% of jobs
$102.2K - $109.4K
5% of jobs
$30K
$68.1K
$109.4K
To succeed in an Accelerate Financial position, candidates typically need a solid foundation in financial analysis, business strategy, and strong quantitative skills, often supported by a degree in finance, accounting, or a related field. Familiarity with financial modeling software, CRM platforms, and certifications such as CFA or CPA are commonly valued. Outstanding communication, analytical thinking, and problem-solving abilities set top performers apart. These competencies ensure effective delivery of financial solutions, informed decision-making, and productive client relationships in a competitive industry.
Professionals in an Accelerate Financial role are generally responsible for analyzing financial data, preparing detailed reports, and developing strategies to optimize client financial performance. Daily activities may include communicating with clients, conducting market research, and collaborating closely with cross-functional teams such as sales, operations, and risk management. You will also monitor financial trends, prepare forecasts, and support clients in reaching their investment or business objectives. This dynamic role offers exposure to a variety of financial projects and clients, making each day unique and engaging.
An Accelerate Financial job typically involves working in financial services, focusing on areas like investment strategies, financial planning, or risk management. Employees may help clients optimize wealth, improve financial performance, or navigate financial markets. Positions can range from financial advisors and analysts to operations and client support roles, depending on the company's focus.
Full-time
Retirement
Re-posted 2 days ago
7.7
Based on 130 frontline employees who took The Breakroom Quiz
105th of 150 rated financial services
At Ameriprise Financial, 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 Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
About OpportunityGrowth & Transition Support
We offer a highly competitive and differentiated transition program:
Initial book of approx. 20M to manage
Salary of $150,000 if you have $30M in assets to transition over to CWM at Ameriprise.
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: Glastonbury, CT & Mystic, 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.
What We're Looking For
Experienced Financial Advisors
Entrepreneurial mindset with a desire to grow
Strong relationship-building and client service skills
Existing book of business (required)
Commitment to delivering exceptional client outcomes
Why Join Coastal Wealth Management?
Immediate opportunity to scale your practice
Unique asset matching program to accelerate growth
Strong operational and transition support
Established brand with deep regional presence
Collaborative, growth-oriented team culture
Clear path to partnership for top performers
Note: Candidates should be aware that this position involves working from our offices in Glastonbury CT & New England Region
Full-Time/Part-Time
Ameriprise 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.
Get the full story on Breakroom
Sourced by ZipRecruiter
At Ameriprise Financial, 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 Ameriprise Financial.
Funds, trusts and financial programs
5,001 - 10,000 Employees
Minneapolis, MN, US
1894