Financial Advisor
mc cabe associates a private wealth advisory practice of ameriprise financial servicesPortland (CT)
Financial Advisor
Posted 2 days ago
mc cabe associates a private wealth advisory practice of ameriprise financial servicesPortland (CT)
SENIORITY
Senior
About the role
Looking to grow your advisory practice with the support of an established, relationship-driven team?
Experienced Financial Advisor – Growth-Focused Opportunity
Overview:
If you’re an experienced Financial Advisor who has built momentum—and want an environment that supports continued growth-this could be worth a conversation. We’re an established, relationship-driven practice seeking an advisor who brings an existing book of business or a proven ability to develop one. This role is designed for someone who wants to grow their practice with the support of an experienced team and strong operational infrastructure.
Key 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
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
- Why Advisors Consider This Opportunity
- Grow your practice within a supported, established environment
- Dedicated administrative and operational support
- Consistent planning philosophy and service model
- Collaborative, professional team culture
- Ability to focus on long-term client relationships—not just transactions
Primarily in-office, with occasional local travel for client meetings. You’ll work alongside an experienced practice leader and a collaborative team.
Let’s Connect
We understand that experienced advisors are often not actively looking. If you’re open to exploring how your current environment supports your long-term growth, we’re happy to have a confidential, no-pressure conversation. Compliance & Disclosures
This position is with an independent Ameriprise Financial franchise practice. Ameriprise Financial Services, LLC is not affiliated with this opportunity and does not supervise the day-to-day activities of the franchise practice. Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser. Securities offered by Ameriprise Financial Services, LLC, Member FINRA and SIPC.
Before you apply
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Your profile is current
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Two examples you can talk through
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A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
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Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
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