Top 65 Personal Financial Advisors Jobs in New Haven, CT

Financial Client Associate
Benjamin F Edwards & Co —Hamden, CT
- $25.43 - $31.78 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Financial Services Professional - Hybrid Remote (CT)
Bankers Life —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
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
Financial Advisor
Edward Jones —Cheshire, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Insurance Agent with Athletic Background
The Wengzn District - Northwestern Mutual —New Haven, CT
- $78,200 - $114,300 a year
- Full-time
- Hybrid work
- Finance
- Business development
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
3d
Home Furnishings Sales Advisor
Ashley Northeast —Hamden, CT
- $40,000 - $90,000 a year
- Weekends as needed
- Merchandising
- Mid-level
- Children
- Profit sharing
- Paid holidays
Quick Apply
Home Furnishings Sales Advisor
Ashley Northeast —Milford, CT
- $40,000 - $90,000 a year
- Weekends as needed
- Merchandising
- Mid-level
- Children
- Profit sharing
- Paid holidays
Quick Apply
MSC Seller
MSC —Berlin, CT
- From $85,500 a year
- Full-time
- Basic math
- Office
- High school diploma or GED
- Paid holidays
- Health insurance
Registered Financial Client Associate
Benjamin F Edwards & Co —Hamden, CT
- $29.24 - $36.54 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Personal Lines Senior Associate Client Representative
World Insurance Associates, LLC. —Hamden, CT
- $45,000 - $65,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
Quick Apply
10d
College Access Advisor
Higher Heights Youth Empowerment Programs, Inc. —Hamden, CT
- From $25 an hour
- Part-time
- Background check
- Google Workspace
- Mid-level
- Mileage reimbursement
- Health insurance
Quick Apply
10d
Private Client Banker
KeyBank National Association —Hamden, CT
- $25.00 - $38.46 an hour
- 8 hour shift
- Word processing
- No high school diploma
- Mid-level
Wealth Management Client Associate
Bank of America —Fairfield, CT
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Restaurant Leader
Raising Cane's —Milford, CT
- $75,000 - $90,000 a year
- Weekends as needed
- 18 years or older
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Wealth Advisor - New Haven, CT
Citizens Financial Group —New Haven, CT
- $105,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Senior - Business Advisory Solutions
CITRIN COOPERMAN ADVISORS LLC —Woodbridge, CT
- $70,000 - $125,000 a year
- Full-time
- CPA
- Research
- Mid-level
Associate Financial Planner
Strategies for Wealth —Fairfield, CT
- $90,000 - $100,000 a year
- Basic math
- Finance
- Analysis skills
- Retirement plan
Quick Apply
Sales Executive - Private Client
World Insurance Associates, LLC. —Hamden, CT
- $60,000 - $200,000 a year
- Full-time
- Mid-level
- Marketing
- Commercial
- 401(k) matching
Quick Apply
Licensed Private Client Banker
KeyBank National Association —Hamden, CT
- Full-time
- Word processing
- No high school diploma
- Mid-level

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Financial Client Associate

Benjamin F Edwards & Co -
Hamden, CT

Apply Now

Job Details

Full-time
$25.43 - $31.78 an hour

Benefits

Paid parental leave
Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance

Qualifications

Phone communication
Process improvement

Full Job Description

Financial Client Associate

Summary

The Financial Client Associate is a critical teammate in providing exceptional service and support to a Financial Advisor or team of Advisors and clients ensuring that all client’s needs are met in a timely and efficient manner. Financial Client Associates have the opportunity to shape the client experience in a way that delights those we provide service and drives trust and confidence and forging lifelong relationships.

Under direct supervision, the Financial Client Associate assists the Financial Advisor (s) by providing a wide variety of client-related activities, including but not limited to account opening, maintenance and research, maintaining client notes, greeting visitors, responding to phone and email inquiries, researching and resolving questions, coordinating appointments, implementing marketing and business plans, filing and record keeping in accordance with Compliance regulations by following policy and procedure. Partner closely with a Financial Advisor (s) to collaborate on delivering a seamless client experience.

Essential Duties/Responsibilities:

Serves as primary point of contact for clients and provides a high level of support; respond to client inquiries and ensure timely resolution.
Assist Financial Advisor(s) with opening new accounts and send required account and transaction documents to clients.
Research and resolve account problems, missing documents, etc. Identify errors and initiate corrective measures. Follow up and relay correct information to clients.
Create, prepare and review daily client reports and presentations for client meetings and/or for Financial Advisor(s). Maintain client notes and follow up on resulting action items, leveraging tools such as Salesforce, Orion and Microsoft Bookings, etc.
Assist in financial planning efforts by entering client data in MoneyGuidePro, financial planning software, and walking clients through account set up and review options in the client portal.
Perform tasks including but not limited to scanning and organizing documents, scheduling client meetings and calendar events, executing daily tasks and notification, preparing correspondence and assist with mailing and client requests.
Act as liaison between the Branch and Home Office for various projects and issues, such as technology needs, outside vendors, branch procedures, etc.
Assist Financial Advisor(s) with the prospecting of new clients through mailings and seminars.
Follow firm policies, procedures and maintain files in accordance with firm and regulatory guidelines.
Perform administrative duties as required by the Financial Advisor(s) or branch manager.
Provide backup support as required to other branch support personnel.
Perform other related duties as assigned.

Qualifications:

Proficient experience with Microsoft Office Suite and ability to learn other software and technology. Experience with Pershing/NetX360, Salesforce, Orion and MoneyGuidePro is a plus.
Professional presence with strong customer service and interpersonal skills experience
Detail oriented, excellent organization skills and able to manage a variety of tasks.
Ability to multi-task and work in a fast-paced, evolving environment; excellent time management skills.
Excellent communicator (oral and written) across a wide variety of communication channels (in-person, phone and virtually); solid interpersonal skills.
Ability to seek new ways to improve processes, suggest new ideas and approaches.
Exercise discretion in handling confidential information.
Perform other related duties as assigned.

Education and/or Work Experience:

Minimum Required: Bachelor’s Degree, and/or equivalent work experience
Minimum Required: 1+ year of work experience in client services, preferably within the financial industry.

License/Registration:

Pay Range

Between $25.43 to $31.78 per hour

Work Environment:

This position requires the ability to work in a stationary position for several hours at a time and the ability to lift up to 25 pounds, occasionally. Some filing is required. The work environment is an air-conditioned, smoke-free, office environment. This position routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

About Benjamin F. Edwards

If you are interested in joining a firm that truly puts the interests of its advisors and clients first, you have come to the right place. Serving more than 300 advisors with over $50 billion in assets, Edwards has the scale our advisors expect and the ability to deliver the personal touch and concierge-level service our clients deserve.

We are a firm that values our legacy of family and colleagues and cherishes an environment where all succeed through collaborative support. To us, legacy is not only about the past - it is building an experience that prepares all of us, and our clients, for the future.

We invest in our team and recognize and appreciate the value of hard work. The rewards of the job are founded in the difference you will make in the lives of our clients and extend throughout a culture that inspires you to learn, grow, and be your best. Having fun is part of the firm’s mission statement.

We offer a comprehensive benefits package which includes health, dental, vision, 401(k), life insurance, disability, and paid time off.

Our client-first mission is grounded in the Golden Rule; when you join Benjamin F. Edwards you are well cared for, and we welcome all applicants with the skills, experience, and enthusiasm to do a great job regardless of race, color, religion, gender, sexual orientation, national origin, genetics, disability, age, or veteran status. Benjamin F. Edwards is an Equal Opportunity Employer.

Benefits:

401(k) matching
Dental insurance
Employee assistance program
Flexible spending account
Health insurance
Health savings account
Paid parental leave
Paid time off
Vision insurance

Work Location: In person

Apply Now

Refine Your Search

Personal Financial Advisors jobs in New Haven, CT

Financial Client Associate

Financial Services Professional - Hybrid Remote (CT)

Wealth Advisor

Financial Advisor - Fairfield

Financial Advisor

Insurance Agent with Athletic Background

Home Furnishings Sales Advisor

Home Furnishings Sales Advisor

MSC Seller

Registered Financial Client Associate

Personal Lines Senior Associate Client Representative

College Access Advisor

Private Client Banker

Wealth Management Client Associate

Restaurant Leader

Wealth Advisor - New Haven, CT

Senior - Business Advisory Solutions

Associate Financial Planner

Sales Executive - Private Client

Licensed Private Client Banker

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