Financial Advisor
mc cabe associates a private wealth advisory practice of ameriprise financial servicesPortland, CT
Financial Advisor
mc cabe associates a private wealth advisory practice of ameriprise financial servicesPortland, CT
yesterday
Occupations
Personal Financial AdvisorsSecurities, Commodities, and Financial Services Sales AgentsSales Representatives of Services, Except Advertising, Insurance, Financial Services, and TravelIndustries
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesMiscellaneous IntermediationAbout 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.
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JOB OVERVIEW
Experience level
Senior
Location
Portland, CT
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
yesterday
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