Top 17 Wealth management advisor Jobs in Madison Ct

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
5d
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
5d
Financial Advisor - Branford, Connecticut
TD Bank —Branford, CT
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Basic math
- Mid-level
- Health insurance
- Paid time off
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
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
Financial Planner with Military Background
The Wengzn District - Northwestern Mutual —New Haven, CT
- $86,000 - $120,000 a year
- Full-time
- Hybrid work
- Military
- No experience needed
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
4d
Financial Advisor Trainee (New York)
WealthBridge Financial Group —Flanders, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Business development
- Communication skills
- Marketing
Quick Apply
4d
Financial Advisor (Training & Marketing Provided) (Long Island)
WealthBridge Financial Group —Flanders, NY
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Business development
- Communication skills
Quick Apply
4d
Experienced Financial Advisor (With Own Book of Business)
Centurion Holdings LLC —Cheshire, CT
- Full-time
- Senior level
- Marketing
Quick Apply
Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote
Empower —United States
- $87,400 - $123,400 a year
- Remote
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Paid parental leave
- Paid holidays
Wealth Solutions Advisor
Empower —United States
- $70,000 - $92,500 a year
- Remote
- Mid-level
- 3 years
- US work authorization
- Paid parental leave
- Paid holidays

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wealth management advisor jobs near madison ct

Sales Representative

The Wengzn District - Northwestern Mutual
New Haven, CT

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Job Details

Full-time
$68,000 - $107,500 a year
5 days ago

Benefits

Health insurance
Dental insurance
Work from home
Vision insurance
Opportunities for advancement
Flexible schedule

Qualifications

Insurance needs analysis
Financial sales
Financial services customer support
Referral-based lead generation
Sales referrals
Investment planning
Community networking activities
Mid-level
Business development
Bachelor's degree
Investment client management
Financial goal setting advisory services
Business development within finance
Insurance planning
Client referrals
Insurance sales
Relationship building in financial sales
Leadership
Retirement planning advisory services
Communication skills

Full Job Description

Benefits:

Retirement
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance

The Wengzn District of Northwestern Mutual offers a supportive and growth-focused environment for individuals transitioning into this role, with a strong emphasis on culture, purpose, and community impact. The office is committed to fostering a positive and driven team atmosphere, where recognition and development go hand in hand. Beyond the workplace, the Wengzn District takes pride in giving back, actively supporting meaningful causes such as Alex’s Lemonade Stand and participating in initiatives that make a difference in the community. This combination of professional opportunity and purpose-driven work creates a rewarding path for those looking to build a long-term career in financial services.

Our office is located at: 555 Long Wharf Dr New Haven, CT 06511

Follow this link to hear about a Day in the Life of a Northwestern Mutual Advisor: https://youtu.be/tar1BSa7Gaw

A Glance at Northwestern Mutual (NM):

Northwestern Mutual is a FORTUNE 500® company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyowners—not Wall Street. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” life insurance companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.

Meet Mike, Managing Director:

For the past eight years, Mike has built a successful career as a wealth management advisor at Northwestern Mutual, with a strong focus on growth, mentorship, and making a meaningful impact. Over the last four years, he has excelled in leadership, discovering a true passion for guiding and developing others. Now, Mike is excited to step into his next chapter as he takes on the role of Managing Director of the New Haven District Network office, bringing his vision, energy, and commitment to success to a new level. Outside of work, Mike and his wife enjoy a busy and fulfilling family life with their three daughters. Whether they’re spending time on their boat in Westbrook or cheering on their girls in their many activities and sports, their days are full of energy, adventure, and making lasting memories together.

About the Financial Representative Role:

As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.

Key Responsibilities:

Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.

Qualifications:

Education: A bachelor's degree is strongly preferred.
Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).

Benefits:

Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Mike Wengzn is a Managing Director of NM and not in legal partnership with NM, or its subsidiaries.

Flexible work from home options available.

Quick Apply

Refine Your Search

wealth management advisor jobs in madison ct

Sales Representative

Insurance Agent with Athletic Background

Financial Advisor - Branford, Connecticut

Wealth Advisor - New Haven, CT

Retirement Sales / Financial Advisor

Financial Advisor

Financial Planner with Military Background

Financial Advisor Trainee (New York)

Financial Advisor (Training & Marketing Provided) (Long Island)

Experienced Financial Advisor (With Own Book of Business)

Senior Wealth Advisor & Practice Lead - Wealth Management/ Personal Strategy - Nationwide Remote

Wealth Solutions Advisor

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