Top 111 Fund Development Associate Jobs in Waterbury, CT

Associate Financial Advisor
TPM Placement —Cheshire, CT
- $110,000 - $120,000 a year
- Full-time
- Background check
- CPA
- Bachelor of Science
- Profit sharing
- Paid training
Quick Apply
Program Associate
Foundations in Faith, Inc. —Shelton, CT
- $60,000 - $65,000 a year
- Full-time
- Spanish
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
5d
Sales Development Representative
RightCapital —Shelton, CT
- $54,000 - $62,000 a year
- 8 hour shift
- Hybrid work
- Marketing
- Writing skills
- Office
- Health savings account
- Health insurance
Quick Apply
Grants Administrator
Yale University —New Haven, CT
- $68,000 - $120,500 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
Retail Associate
Ross Stores —Hamden, CT
- $16.94 - $17.44 an hour
- Merchandising
- Sanitation
- Ability to lift 25 pounds
- Commuter assistance
- Health savings account
12h
Sustainability Development Associate
The City of Hartford —Hartford, CT
- $62,000 - $72,000 a year
- Weekends as needed
- Background check
- Spanish
- Customer service
CASHIER (PART TIME)
Chartwells HE —Hamden, CT
- $16.94 an hour
- Part-time
- Background check
- University
- Food service experience
- Commuter assistance
- Disability insurance
Quick Apply
Dedicated Retail Merchandiser Full Time - Naugatuck, CT
Anderson Merchandisers, L.L.C. —Naugatuck, CT
- $20.50 an hour
- Weekends as needed
- Sales
- Customer service
- Computer literacy
- Health savings account
- Disability insurance
11d
CASHIER (FULL TIME)
Chartwells HE —Hamden, CT
- $16.94 an hour
- Urgently hiring
- Background check
- University
- Food service experience
- Commuter assistance
- Disability insurance
Quick Apply
Retail Store Area Team Leader (Assistant Team Leader)
Ocean State Job Lot —Naugatuck, CT
- $25 - $42 an hour
- Overtime
- Oracle
- Merchandising
- Mid-level
- Profit sharing
- Paid holidays
Associate, Fund Accounting
Ares Management —West Hartford, CT
- $100,000 - $120,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Commuter assistance
- Health savings account
Financial Analyst 2, Post Award
Yale University —New Haven, CT
- $68,000 - $120,500 a year
- Full-time
- Remote
- Background check
- Mid-level
- Finance
12d
Major Gifts Program Coordinator
Yale University —New Haven, CT
- $31.83 an hour
- Full-time
- Hybrid work
- Microsoft Word
- Background check
- Writing skills
13d
Finance Associate
Susan B. Anthony Project —Torrington, CT
- $52,000 - $62,000 a year
- Full-time
- Bachelor of Science
- Mid-level
- Office
- Paid holidays
- Health insurance
Quick Apply
Associate Director
Yale University —New Haven, CT
- $90,000 - $165,750 a year
- Full-time
- Hybrid work
- Background check
- Psychiatry
- 5 years
Financial Assistant 4
Yale University —New Haven, CT
- $31.83 an hour
- Full-time
- Hybrid work
- Background check
- Microsoft Outlook
- Mid-level
Portfolio & Grant Analyst, YSPH
Yale University —New Haven, CT
- $55,000 - $85,000 a year
- Full-time
- Remote
- Background check
- Customer service
- Mid-level
Associate Director, Development - Yale Divinity School
Yale University —New Haven, CT
- Weekends as needed
- Hybrid work
- Background check
- Microsoft Office
- University
Night Audit
Courtyard Hartford Cromwell —Cromwell, CT
- Part-time
- Background check
- Hotel
- Accounting
- Paid holidays
- Health insurance
Quick Apply
1d
Associate Director of Operations
Yale University —New Haven, CT
- $82,000 - $131,500 a year
- Weekends as needed
- Hybrid work
- Background check
- 6 years
- Office
12d

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Fund Development Associate jobs near Waterbury, CT

Associate Financial 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
Customer communication
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: Associate Financial 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 an Associate Financial Advisor to the team who will support the firm’s lead advisor. The Associate Financial Advisor is responsible for the retention of existing client relationships as well as the development of new client connections.

The Associate Financial 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 an Associate Financial 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
2+ years in the financial services industry and in the role
Prior experience as an Associate Financial Advisor or Paraplanner 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

Fund Development Associate jobs in Waterbury, CT

Associate Financial Advisor

Program Associate

Sales Development Representative

Grants Administrator

Retail Associate

Sustainability Development Associate

CASHIER (PART TIME)

Dedicated Retail Merchandiser Full Time - Naugatuck, CT

CASHIER (FULL TIME)

Retail Store Area Team Leader (Assistant Team Leader)

Associate, Fund Accounting

Financial Analyst 2, Post Award

Major Gifts Program Coordinator

Finance Associate

Associate Director

Financial Assistant 4

Portfolio & Grant Analyst, YSPH

Associate Director, Development - Yale Divinity School

Night Audit

Associate Director of Operations

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