Financial Advisor Salaries in Westport, CT

Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current CFP® designation or CFA®…

$120,000 - $174,000 a year

Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus. Education: A bachelor's degree in finance, business, economics, or a related…

$90,000 - $100,000 a year

Maintain accurate client records in CRM and planning tools. CFP® designation or willingness to pursue (firm-supported). Your work will span four key areas:

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year

Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to…

$70,000 - $80,000 a year

Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the Bridgeport market.