Top 77 Financial professional 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
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/Financial Representative (Marketing, Licensing and Training provided)
Certified Financial Services, LLC —Farmington, CT
- $24,000 - $750,000 a year
- Full-time
- Bachelor's degree
- Financial services
- In-person
- Health insurance
- Dental insurance
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
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
FINANCIAL/WEALTH MANAGEMENT ADVISOR
Northwestern Mutual/West Hartford, Connecticut —West Hartford, CT
- $102,345 - $375,765 a year
- Full-time
- Background check
- Sales
- Mid-level
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor - Career Changer
Northwestern Mutual - West Hartford —West Hartford, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Sales
- Business development experience
- Health savings account
- Disability insurance
Quick Apply
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- Full-time
- Mid-level
- Office
- Financial services
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 —Danbury, 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 —Milford, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Office
- Communication skills
- Entry level
Quick Apply
CNO Financial Advisor - Hybrid Remote (CT)
CNO Financial Group, Inc. —Danbury, CT
- $50,000 - $80,000 a year
- Full-time
- Hybrid work
- Bachelor's degree
- Financial services
- Marketing
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
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 Aid Advisor-Continuing Students
Lincoln Tech —East Windsor, CT
- $23 - $27 an hour
- Full-time
- Classroom
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Disability insurance
Quick Apply
Financial Services Representative - State Farm Agent Team Member
Soribel Almanzar - State Farm Agent —Stamford, CT
- $60,000 - $300,000 a year
- Full-time
- Leadership
- Marketing
- Entry level
- Opportunities for advancement
Quick Apply
Marketing Operations, Financial & Budgeting Advisor - Hybrid
The Cigna Group —Bloomfield, CT
- $99,800 - $166,300 a year
- Online Application
- Hybrid work
- Office
- Analysis skills
- Continuous improvement
- Paid holidays
- Health insurance
8d
Experienced Financial Professional (NY,NJ,CT,PA)
WealthBridge Financial Group —Greenwich, CT
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development experience
- Communication skills
Quick Apply
5d
Financial Services Representative – State Farm Agent Team Member
Anthony Raggi - State Farm Agent —Mansfield, CT
- $75,000 a year
- Full-time
- Bachelor's degree
- Leadership
- Entry level
- Profit sharing
- Disability insurance
Quick Apply
Financial Solutions Advisor - New Canaan Financial Center
Bank of America —New Canaan, CT
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Mid-level

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financial professional 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

financial professional jobs in connecticut

Associate Financial Advisor

Financial and Wealth Management Advisor - Stamford

Financial Advisor/Financial Representative (Marketing, Licensing and Training provided)

Financial Advisor - Fairfield

CNO Financial Advisor - Hybrid Remote (CT)

FINANCIAL/WEALTH MANAGEMENT ADVISOR

Financial Advisor - Career Changer

Financial Advisor

Financial Services Professional - Hybrid Remote (CT)

Financial Services Professional - Hybrid Remote (CT)

Financial Services Professional - Hybrid Remote (CT)

CNO Financial Advisor - Hybrid Remote (CT)

Financial Services Professional - Hybrid Remote (CT)

Financial Advisor-in-Training

Financial Aid Advisor-Continuing Students

Financial Services Representative - State Farm Agent Team Member

Marketing Operations, Financial & Budgeting Advisor - Hybrid

Experienced Financial Professional (NY,NJ,CT,PA)

Financial Services Representative – State Farm Agent Team Member

Financial Solutions Advisor - New Canaan Financial Center

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