Top 9 Wealth management Jobs in Windham, Ct

Financial Advisor
Ameriprise Financial —Glastonbury, CT
- $150,000 a year
- Full-time
- Mid-level
- Office
- Financial services
Wealth Management Trainee (CT)
Bankers Life —New London, CT
- $50,000 - $80,000 a year
- Full-time
- Entry level
Quick Apply
Wealth Management Client Service Associate
Kingston Wealth Management Group —South Windsor, CT
- $65,000 - $80,000 a year
- Full-time
- Customer service
- Research
- Mid-level
- Health insurance
- 401(k)
Quick Apply
1d
Trust Administrator
Dime Bank —Norwich, CT
- Full-time
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
2d
Wealth Advisor
Moneco Advisors —Glastonbury, CT
- Full-time
- 5 years
- Bachelor's degree
- Senior level
Financial Advisor
First Command Financial Services, Inc. —New London, CT
- Choose your own hours
- Military
- Mid-level
- Bachelor's degree
- Paid training
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

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Financial Advisor
Ameriprise Financial —Glastonbury, CT
Unique asset matching program to accelerate growth. Retirement planning (including 401(k) strategies). Proven expertise onboarding advisors and transitioning…
$150,000 a year
Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Farmington, CT
Must be a US citizen or permanent resident. Working with clients to keep their financial strategies current and aligned with their goals, building relationships…
$24,000 - $750,000 a year
Quick Apply

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Wealth Management Trainee (OH)
Bankers Life —Columbus, OH
Continuous support with tech tools, marketing leads, and team collaboration. This is an entry-level exam administered by the Financial Industry Regulatory…
$50,000 - $80,000 a year
Quick Apply
2027 Asset & Wealth Management Risk Full Time Analyst Program
JPMorganChase —Columbus, OH
As a part of the 2027 Asset & Wealth Management Risk Full Time Analyst Program, you will collaborate with industry experts to identify, assess, and manage risks…
$100,000 - $110,000 a year

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wealth management jobs near windham, ct

Financial Advisor

Ameriprise Financial -
Glastonbury, CT

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Job Details

Full-time
$150,000 a year

Qualifications

Finance advising
Customer relationship building
Mid-level
Managing financial planning clients
Client services
Financial services
Retirement planning advisory services

Full Job Description

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 Opportunity
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

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

Full 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.

Apply Now

Refine Your Search

wealth management jobs in windham, ct

Financial Advisor

Wealth Management Trainee (CT)

Wealth Management Client Service Associate

Trust Administrator

Wealth Advisor

Financial Advisor

Relationship Manager – Private Wealth & Tax Solutions

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