About MidCoast Wealth Advisors

Why We Do What We Do:
We believe people deserve great financial advice without the fear of being sold to. We advise our clients with their long-term best interests in mind, not ours, with the goal of hearing, “Well done!”

Our Mission:
To hear “well done” from our team, clients, and community by serving their long-term best interests.

What We Are Up To:
For many people, their financial professionals don’t coordinate effectively to work together for the clients’ long-term financial interests.
This can lead to missed opportunities, ineffective strategies, and often higher taxes.
MidCoast solves that problem.
We offer clients the ability to address many of their financial questions in one location.
We have created a one-stop resource in a financial services office with unique professional alliances including a CPA accounting practice (MidCoast Tax); an insurance agency (MidCoast Insurance); a Medicare specialist (Navigating Next); and estate planning attorneys.

What We Need:
An Associate Financial Advisor who embodies our values, is excited about our mission, and has what it takes to help a fast-growing financial advisory firm assist advisors in servicing clients through taking detailed notes during meetings, following up on transaction requests, and client communication.

Who Are We Looking For:

A “Culture Advocate”. 

We are obsessed with our culture and protect it dearly.  We want someone who gets excited for our mission and embodies these core values:

• Other’s First – Serving leads to the greater good of our team, our clients, and our community.

• Build Trust –Do what you say, no surprises; treat it like it’s your own; follow through.

• Communicate Well – Listen first, speak second. Say what you mean, mean what you say. If there’s an issue, let’s deal with it.  Simplify the complexities.

• Be Hungry – Get after it!  Process improvement: make it better than what you found it.

Key Responsibilities

• The Associate Financial Advisor (AFA) role will be responsible for assisting our financial advisors in client meetings, following up with advisors and clients regarding any action items related to advice, assisting in the preparation and analysis of financial plans for clients as well as assisting in the identification and implementation of various investment and advice strategies.  

• This role will also involve assisting in researching investments and product solutions, analysis of market data, and communicating with portfolio analysts to identify and tweak client portfolios.

• This role will also include follow up from meetings regarding transactions.

• You will begin a career track at MidCoast Wealth Advisors that will allow you to become a fully licensed Associate Financial Advisor and will work your way toward becoming a lead advisor. 

• You will learn new software including our Salesforce CRM (our hub for all client interactions), Naviplan (our planning portal), and Thomson (our investment management tool).

• Are you up for this unique challenge in a fun office environment with a family feel?

We need someone who is:

• A people person and willing to communicate effectively with clients

• Perceptive and attentive to details

• Dedicated to providing advice in the clients’ best interest

• Interested in analyzing +/- of various investment options and product solutions for clients

• Interested in financial planning and investment management

• A strong communicator (writing skills would be especially helpful as well as interpersonal skills)

• Technologically savvy

• Humble and willing to learn

• Always looking for ways to improve things

• Able to prioritize and manage multiple, simultaneous, and at times, competing tasks

• Able to work in a fast-paced environment with tight deadlines, and an ability to adapt quickly to change

Pay and Benefits:

• A competitive salary range of $55,000 - $75,000 based on experience and full licensing* will be discussed further along in the process

• Team incentive plan based on profitability of the company

• 2 weeks' vacation including PTO days

• 401k with 4% match after 6 months

• 50% of health insurance paid for individual coverage

• A relaxed, collaborative team environment

• A company culture that values the Golden Rule in treating others how we’d want to be treated

• Costs for licensing as well as continuing education subsidized

* Full licensing means obtaining Series 7 & 66 licenses, Life, Health, and LTC insurance license

To apply:

• Submit resume and cover letter detailing:

  • Why you want this position

  • What relevant experience you bring to the table

  • How you think you’d fit in our culture

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.

Full time