Top 89 Financial advisor Jobs in Meriden, Ct

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
Financial Advisor
Ameriprise Financial —Glastonbury, CT
- $150,000 a year
- Full-time
- Mid-level
- Office
- Financial services
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 - Hartford County, CT
Thrivent —Hartford, CT
- Up to $150,000 a year
- Background check
- Mid-level
- Business development
- Paid training
- AD&D 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 Advisor-in-Training
AdviceOne —Glastonbury, CT
- $60,000 a year
- Full-time
- Hybrid work
- Customer service
- No experience needed
- Office
- Paid holidays
- Disability insurance
Quick Apply
12d
Financial Advisor
Edward Jones —Cheshire, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
Financial Solutions Advisor Registration Candidate - Newington Financial Center
Bank of America —Newington, CT
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
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
Entry-Level Financial Advisor
NPA Financial, LLC —Glastonbury, CT
- $50,000 - $75,000 a year
- Full-time
- No experience needed
- Office
- US work authorization
- Health insurance
- Dental insurance
Quick Apply
9d
Financial Advisor - Hartford, Connecticut
TD Bank —Hartford, CT
- $72,280 - $108,160 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Paid time off
6d
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
Wealth Advisor
Moneco Advisors —Glastonbury, CT
- Full-time
- 5 years
- Bachelor's degree
- Senior level
Wealth Management Advisor (West Hartford, CT)
TIAA —West Hartford, CT
- $100,000 - $110,000 a year
- Online Application
- 5 years
- Business development
- Continuous improvement
- Tuition reimbursement
- Retirement plan
Wealth Advisor
Transcend Practice Management —Cheshire, CT
- $150,000 - $175,000 a year
- Full-time
- CPA
- 5 years
- Bachelor of Science
- Profit sharing
- 401(k)
Quick Apply
Financial Consultant Partner - West Hartford, CT
Charles Schwab —West Hartford, CT
- $62,600 - $97,900 a year
- Mid-level
- Office
- Business development
- Paid parental leave
- Employee stock purchase plan
5d
Financial Services Advisor
Baystate Financial —West Hartford, CT
- $80,000 - $100,000 a year
- Mid-level
- Financial services
- 2 years
- Disability insurance
- Health insurance
Quick Apply
Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center
Bank of America —Bloomfield, CT
- $28.85 - $33.65 an hour
- Full-time
- Background check
- Customer service
- Mid-level
Director, Financial Planning
Edelman Financial Engines, LLC —Farmington, CT
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
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

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financial advisor jobs near meriden, ct

Wealth Advisor

TPM Placement
Cheshire, CT

Quick Apply

Job Details

Full-time
$150,000 - $175,000 a year

Benefits

Profit sharing
Health insurance
401(k)
Paid time off
401(k) matching
Retirement plan

Qualifications

Series 66
Series 7
Experience practicing in the securities industry

Full Job Description

Job title: Wealth Advisor

Location: Cheshire, CT

Status: Full Time; hybrid (1 day a week WFH)

Compensation: $150,000 - $175,000 (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 a

Wealth Advisor to the team who will support the firm’s lead advisor. The Wealth Advisor is responsible for the retention of existing client relationships as well as the development of new client connections.

The Wealth 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 a Wealth 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
5+ years in the financial services industry and in the role
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: $150,000.00 - $175,000.00 per year

Benefits:

401(k)
401(k) matching
Health insurance
Paid time off
Retirement plan

Work Location: In person

Quick Apply

Refine Your Search

financial advisor jobs in meriden, ct

Wealth Advisor

Financial Advisor

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

Financial Advisor - Hartford County, CT

CNO Financial Advisor - Hybrid Remote (CT)

Financial Advisor-in-Training

Financial Advisor

Financial Solutions Advisor Registration Candidate - Newington Financial Center

Financial Advisor

Entry-Level Financial Advisor

Financial Advisor - Hartford, Connecticut

Financial Advisor - Bristol, Connecticut

Wealth Advisor

Wealth Management Advisor (West Hartford, CT)

Wealth Advisor

Financial Consultant Partner - West Hartford, CT

Financial Services Advisor

Financial Solutions Advisor Registration Candidate - Bloomfield Financial Center

Director, Financial Planning

Private Client Banker

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