Top 75 Finance associate Jobs in Connecticut

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
Finance Associate
Arrow Search Partners —Greenwich, CT
- $115,000 - $150,000 a year
- Mid-level
- Office
- 3 years
Associate CLO Research Analyst - Hybrid
Symetra —Farmington, CT
- $117,000 - $156,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid holidays
- 401(k)
Corporate Finance, Equity - Associate
iCapital —Greenwich, CT
- $85,000 - $110,000 a year
- Full-time
- CPA
- Research
- Mid-level
- Dental insurance
- Paid time off
AQR Family Office Finance Associate
AQR —Greenwich, CT
- $120,000 - $140,000 a year
- Mid-level
- Office
- 3 years
- Health insurance
- Dental insurance
Associate
AllianceBernstein —Stamford, CT
- $80,000 - $86,000 a year
- Full-time
- Mid-level
- Office
- Analysis skills
- Wellness program
- Paid holidays
Corporate Finance, FP&A - Associate
iCapital —Greenwich, CT
- $85,000 - $115,000 a year
- Full-time
- Oracle
- CPA
- Mid-level
- Dental insurance
- Paid time off
Associate Risk Analyst
The Hartford —Hartford, CT
- $69,200 - $103,800 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Analysis skills
Global Research Associate
ARGA Investment Management —Stamford, CT
- Email
- Mid-level
- Office
- Analysis skills
Accounting and Finance Associate
Cadenza Innovation —Wilton, CT
- Full-time
- Microsoft Excel
- Microsoft Outlook
- 5 years
Associate Finance Manager
MBI, Inc. —Norwalk, CT
- Hybrid work
- Mid-level
- Office
- 3 years
Quick Apply
Senior Associate, Strategic Finance
Hoxton Circle —Stamford, CT
- $150,000 - $180,000 a year
- Hybrid work
- 5 years
- Office
- Presentation skills
- Health insurance
- 401(k) matching
Quick Apply
Associate Business Resiliency Analyst
The Hartford —Hartford, CT
- $81,600 - $122,400 a year
- Full-time
- Hybrid work
- Research
- Mid-level
- Bachelor's degree
1d
Associate Product Owner, Finance Platforms
LOVESAC COMPANY —Connecticut
- $95,000 - $120,000 a year
- Full-time
- Remote
- Background check
- Computer Science
- 5 years
- Paid parental leave
- AD&D insurance
1d
Corporate Finance, Strategic Finance - Associate / Assistant Vice President
iCapital —Greenwich, CT
- $100,000 - $140,000 a year
- Full-time
- Oracle
- CPA
- Mid-level
- Dental insurance
- Paid time off
Senior Associate, Alternative Assets - Hybrid
Symetra —Farmington, CT
- $145,900 - $197,400 a year
- Hybrid work
- 5 years
- Bachelor of Science
- Mid-level
- 401(k)
- Life insurance
Associate Financial Operations Analyst
HAI Group —Cheshire, CT
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Valuation Associate
Arrow Search Partners —Greenwich, CT
- $125,000 - $135,000 a year
- Mid-level
- 3 years
- Bachelor's degree
Regulatory Reporting Associate
Moneycorp —Stamford, CT
- Up to $90,000 a year
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Dental insurance
MBA/CPA Finance Leadership Development Program Associate
The Cigna Group —Bloomfield, CT
- $100,800 - $168,000 a year
- Online Application
- Hybrid work
- CPA
- Mid-level
- Office
- Paid holidays
- Relocation assistance

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finance associate jobs near connecticut

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

finance associate jobs in connecticut

Associate Financial Advisor

Finance Associate

Associate CLO Research Analyst - Hybrid

Corporate Finance, Equity - Associate

AQR Family Office Finance Associate

Associate

Corporate Finance, FP&A - Associate

Associate Risk Analyst

Global Research Associate

Accounting and Finance Associate

Associate Finance Manager

Senior Associate, Strategic Finance

Associate Business Resiliency Analyst

Associate Product Owner, Finance Platforms

Corporate Finance, Strategic Finance - Associate / Assistant Vice President

Senior Associate, Alternative Assets - Hybrid

Associate Financial Operations Analyst

Valuation Associate

Regulatory Reporting Associate

MBA/CPA Finance Leadership Development Program Associate

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