Top 23 Wealth management advisor Jobs in Hamden 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
Wealth Advisor
TPM Placement —Cheshire, CT
- $150,000 - $175,000 a year
- Full-time
- Background check
- CPA
- 5 years
- Profit sharing
- Health insurance
Quick Apply
3d
Wealth Management Advisor (Hamden, CT)
TIAA —Hamden, CT
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Office
- Business development
Financial Advisor Associate - Bristol, Connecticut
TD Bank —Bristol, CT
- $61,880 - $92,560 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Financial Advisor - Bristol, Connecticut
TD Bank —Bristol, CT
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
Retirement Sales / Financial Advisor
LAWLEY AGENCY, LLC —North Haven, CT
- $84,613.20 - $141,022.00 a year
- 5 years
- Business development
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Financial Advisor
Charter Oak Financial —Hamden, CT
- $55,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Financial services
- Disability insurance
- Health insurance
Quick Apply
Wealth Advisor
Transcend Practice Management —Shelton, CT
- $150,000 - $175,000 a year
- Full-time
- Hybrid work
- CPA
- 5 years
- Bachelor of Science
- Profit sharing
- 401(k)
Quick Apply
3d
Financial Advisor with Healthcare Background
The Wengzn District - Northwestern Mutual —New Haven, CT
- $76,000 - $110,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Profit sharing
- Health insurance
Quick Apply
8d
Director, Financial Planning
Edelman Financial Engines, LLC —Bridgeport, CT
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Sales Representative
The Wengzn District - Northwestern Mutual —New Haven, CT
- $68,000 - $107,500 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
Service Advisor - Shelton, CT
Advisor Talent Solutions —Shelton, CT
- Mid-level
- Office
- Communication skills
Quick Apply
Experienced Financial Advisor (With Own Book of Business)
Centurion Holdings LLC —Cheshire, CT
- Full-time
- Senior level
- Marketing
Quick Apply
Financial Advisor
Northwestern Mutual —Fairfield, CT
- $61,000 - $250,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance

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Client Service Associate
Atlantic Wealth Advisors —Glastonbury, CT
Maintain appropriate turnaround time for incoming items (e.g., 24 hours for checks). Prepare and send outgoing mail/process all incoming mail.
From $65,000 a year
Quick Apply
Associate Analyst
Gottfried & Somberg Wealth Management, LLC —Glastonbury, CT
1–2 years of relevant work experience in financial services, investment analysis, wealth management, or a related field.
$65,000 - $80,000 a year
Quick Apply

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Financial Advisor
BizOps Collective —New Albany, OH
Bachelor's degree in Finance, Accounting, Business Administration, or a related field. The Financial Advisor will develop and present personalized financial…
$100,000 - $400,000 a year
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Financial Advisor
KEMBA Financial Credit Union —Columbus, OH
On a self-direct basis, continues to improve individual level of competency through training and certification on established educational programs.
$48,000 a year
Quick Apply

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wealth management advisor jobs near hamden ct

Associate Financial Advisor

TPM Placement
Cheshire, CT

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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

wealth management advisor jobs in hamden ct

Associate Financial Advisor

Wealth Advisor

Wealth Management Advisor (Hamden, CT)

Financial Advisor Associate - Bristol, Connecticut

Financial Advisor - Bristol, Connecticut

Retirement Sales / Financial Advisor

Financial Advisor

Wealth Advisor

Financial Advisor with Healthcare Background

Director, Financial Planning

Sales Representative

Service Advisor - Shelton, CT

Experienced Financial Advisor (With Own Book of Business)

Financial Advisor

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