Financial reporting manager • hartford ct
Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.We have established a strong presence throughout Eastern Connecticut and Rhode Island ... Show more
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The average salary range is between $ 105,000 and $ 145,179 year , with the average salary hovering around $ 120,000 year .
Description
About OpportunityGrowth & 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.
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 and Mystic, CT
Full-Time/Part-Time
Full time
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