Top 59 Financial Advisor Training Program Jobs in Connecticut

Wealth Advisor
TPM Placement —Cheshire, CT
- $110,000 - $120,000 a year
- Full-time
- CPA
- Bachelor of Science
- Writing skills
- Profit sharing
- Paid training
Quick Apply
Financial Advisor - Fairfield
Northwestern Mutual —Fairfield, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Hospitality
- Sales
- Disability insurance
- Health insurance
Quick Apply
Wealth Management Advisor - with Full Training & Development Program
Northwestern Mutual —New Canaan, CT
- $75,000 - $159,000 a year
- Full-time
- Background check
- Mid-level
- Financial services
- Health insurance
- Dental insurance
Quick Apply
Financial and Wealth Management Advisor - Stamford
Northwestern Mutual —Stamford, CT
- $75,000 - $250,000 a year
- Full-time
- Background check
- Sales
- Marketing
- Paid training
- Health insurance
Quick Apply
Financial Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Background check
- Customer service
- No experience needed
- Paid training
- Health savings account
Quick Apply
Financial Representative (Training Provided)
MWNM Financial —New Haven, CT
- $60,000 - $250,000 a year
- 8 hour shift
- Background check
- Office
- In-person
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Strategies for Wealth —Fairfield, CT
- $90,000 - $100,000 a year
- Microsoft Excel
- Customer service
- Mid-level
- Retirement plan
Quick Apply
11d
Associate
AllianceBernstein —Stamford, CT
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Financial Advisor Associate- Hartford, Connecticut
TD Bank —Hartford, CT
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Emerging Financial Planner
Equitable Advisors —Stamford, CT
- Mid-level
- Office
- Bachelor's degree
- Employee stock purchase plan
- Disability insurance
Financial Advisor - Bristol, Connecticut
TD Bank —Bristol, CT
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Entry-Level Financial Advisor
NPA Financial, LLC —Glastonbury, CT
- $50,000 - $75,000 a year
- Full-time
- Sales
- No experience needed
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Northwestern Mutual —Fairfield, CT
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
9d
Financial Advisor Associate - Bristol, Connecticut
TD Bank —Bristol, CT
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
Quick Apply
Wealth Management Trainee (CT)
Bankers Life —Fairfield, CT
- $50,000 - $80,000 a year
- Full-time
- Customer service
- No experience needed
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —Hartford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —New London, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
Sales Representative
The Wengzn District - Northwestern Mutual —New Haven, CT
- $68,000 - $107,500 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development experience
- Health insurance
- Dental insurance
Quick Apply
Insurance Agent with Support
Greater Hartford Wealth Management —West Hartford, CT
- $83,000 - $95,000 a year
- Full-time
- Hybrid work
- Office
- Business development experience
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply

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Financial Advisor Training Program jobs near Connecticut

Wealth Advisor

TPM Placement
Cheshire, CT

Quick Apply

Job Details

Full-time
$110,000 - $120,000 a year

Benefits

Profit sharing
Paid training
Health insurance
Dental insurance
401(k)
401(k) matching
Retirement plan

Qualifications

Investment
Financial planning
Wealth management
Bachelor of Science
Series 66
Series 7
Bachelor's degree
Financial services
Experience practicing in the securities industry

Full Job Description

Job title: Wealth Advisor

Location: Cheshire, CT

Status: Full Time; hybrid (1 day a week WFH)

Compensation: $110,000 - $120,000 (base salary) + 25% Bonus (based on performance)

As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

Our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life.

Sound appealing? We are expanding our excellent team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome a

Wealth Advisor to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections.

The Wealth Advisor role is a full-time, salaried position that offers a competitive benefits package, including annual profit sharing, 401K contributions, and a flexible, family-first approach to work-life balance.

The attributes that we are looking for in a teammate include:

● A proactive, results-driven and client-centric attitude.

● An “owner’s mindset” where the success of the firm and individual success is one and-the-same.

● Natural self-starter with strong sense of time management and task prioritization.

● Keen attention to detail.

● A true team player who will collaborate closely with others to ensure optimal outcomes every time.

● Strong communication and interpersonal skills.

● Humility and quick responsiveness toward client questions.

● Superior writing skills for all forms of internal and client-facing communication.

● A long view of the opportunities presented by the firm and the industry overall.

As a Wealth Advisor you can expect to:

● Help individuals meet their unique financial needs and objectives on an ongoing basis with particular emphasis on risk tolerance, risk management, estate planning, and taxes.

● Establish and define the client-planner relationship.

● Develop, present and monitor financial planning recommendations and/or alternatives.

● Analyze the income and asset situation of clients annually to review and update the financial situation.

● Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives.

● Comply with all FINRA/SEC/Cetera compliance regulations.

● Develop and sustain relationships with other in-house professionals and strategic alliances.

● Have a dedicated Client Service Manager to assist you with scheduling appointments, administration and day to day maintenance.

● Maintain client cost basis information in coordination with the investment committee.

● Work with clients to continually evaluate the objectives and risks of clients’ personal financial plans.

● Remain current on industry developments, service, and product enhancements.

● Participate on the firm's investment committee, as appropriate.

Qualifications for this role include:

● B.A or B.S. in Business; advanced degree/designation, a plus (e.g. MBA, CFP, CPA, etc.)

● Series 7 and Series 66 required

● CFP, preferred (or prior enrollment or willingness to enroll in CFP Certification Program)

● Insurance licenses preferred

● Experience working with Pershing processes and forms, a plus

● Excellent knowledge and communication of products such as mutual funds, stocks, bonds, insurances, and annuities

● Able to identify estate planning issues

● Proficiency with computer programs, including MS Office Suite, particularly Excel, MoneyGuidePro, Albridge, and Morningstar Advisor.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Pay: $110,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid training
Retirement plan

Education:

Bachelor's (Required)

Experience:

Wealth management: 3 years (Required)
Financial services: 3 years (Preferred)
Financial planning: 3 years (Required)

License/Certification:

Series 7 (Required)
Series 66 (Required)

Ability to Commute:

Cheshire, CT 06410 (Required)

Work Location: In person

Quick Apply

Refine Your Search

Financial Advisor Training Program jobs in Connecticut

Wealth Advisor

Financial Advisor - Fairfield

Wealth Management Advisor - with Full Training & Development Program

Financial and Wealth Management Advisor - Stamford

Financial Advisor-in-Training

Financial Representative (Training Provided)

Financial Advisor

Associate

Financial Advisor Associate- Hartford, Connecticut

Emerging Financial Planner

Financial Advisor - Bristol, Connecticut

Entry-Level Financial Advisor

Financial Advisor

Financial Advisor Associate - Bristol, Connecticut

CNO Financial Advisor - Hybrid Remote (CT)

Wealth Management Trainee (CT)

Financial Services Professional - Hybrid Remote (CT)

Financial Services Professional - Hybrid Remote (CT)

Sales Representative

Insurance Agent with Support

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