Top 472 Client advisor Jobs in New Britain, Ct

Financial Advisor
Ameriprise Financial —Glastonbury, CT
- $150,000 a year
- Full-time
- Mid-level
- Office
- Financial services
Tax Analyst
ACCEL Compliance, LLC —West Hartford, CT
- $20 - $25 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Profit sharing
- 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
Sales Service Associate (Wellness Membership Advisor)
Elements Therapeutic Massage —Avon, CT
- From $17 an hour
- Part-time
- CRM software
- Sales
- Customer service
- Wellness program
- Health 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
Recruiting Director
Grayling Associates, Inc. —Bloomfield, CT
- $50,000 - $80,000 a year
- Full-time
- Mid-level
- Finance
- Bachelor's degree
- Health insurance
- Dental insurance
Quick Apply
Client Service Specialist
Financial and Tax Advisory firm —East Windsor, CT
- Email
- Computer literacy
- Office
- Microsoft Office
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
Sales Service Associate (Wellness Membership Advisor)
Elements Therapeutic Massage —Avon, CT
- From $16 an hour
- Part-time
- CRM software
- Sales
- Customer service
- Wellness program
- Health insurance
Quick Apply
Lead Advisor
Forgent —Glastonbury, CT
- $90,000 - $110,000 a year
- Full-time
- Office
- Bachelor's degree
- In-person
- Health insurance
- Dental insurance
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
Account Manager - Tech
CFS —Farmington, CT
- $65,000 - $100,000 a year
- Mid-level
- 2 years
- Commuter assistance
- Paid holidays
4d
Environmental Sustainability Manager
Saputo Inc. —Newington, CT
- $90,000 - $105,000 a year
- Email
- 3 years
- Travel
- Training & development
Private Wealth Advisor
Lead Advisor, LLC —Hartford, CT
- From $200,000 a year
- Full-time
- Hybrid work
- 5 years
- Senior level
Quick Apply
11d
Google TV Experience Manager
2020 Companies, Inc. —Newington, CT
- $20 an hour
- Full-time
- Mid-level
- Driver's License
- Reliable transportation
- Paid training
- Paid holidays
Quick Apply
11d
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
Lead Financial Planner
The MOHR Enterprises LLC —Farmington, CT
- $135,000 - $150,000 a year
- 7 years
- Office
- Business development
Quick Apply
Insurance Sales Agent – Bilingual
Bankers Life —Hartford, CT
- $40,000 - $80,000 a year
- Full-time
- Hybrid work
- Spanish
- Mid-level
- Office
- Life insurance
Quick Apply
Financial Advisor - Career Changer
Northwestern Mutual - West Hartford —West Hartford, CT
- $75,000 - $150,000 a year
- Full-time
- Background check
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Quick Apply
12d
Part-Time Retirement - 401k Consultant
The MOHR Enterprises LLC —Simsbury, CT
- $50,000 - $60,000 a year
- Part-time
- 5 years
- Office
- Senior level
- 401(k)
- Flexible schedule
Quick Apply
9d

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client advisor jobs near new britain, ct

Financial Advisor

Ameriprise Financial -
Glastonbury, CT

Apply Now

Job Details

Full-time
$150,000 a year

Qualifications

Finance advising
Customer relationship building
Mid-level
Managing financial planning clients
Client services
Financial services
Retirement planning advisory services

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

About Opportunity
Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England.
As part of this growth, we are seeking both new and experienced Financial Advisors to join our team. This is a unique opportunity to accelerate your career, expand your client base, and partner with a firm that is committed to mutual success.

Growth & Transition Support

We offer a highly competitive and differentiated transition program:

Initial book of approx. 20M to manage

Salary of $150,000 if you have $30M in assets to transition over to CWM at Ameriprise.
Proven expertise onboarding advisors and transitioning client relationships.
Dedicated support to ensure a smooth, efficient, and client-focused transition.
Enhanced partnership opportunities for advisors with an established book of business.

About Coastal Wealth Management

Headquarters: Glastonbury, CT & Mystic, CT
Additional Offices: Warwick, RI & Pensacola, FL
Team Size: 20+ professionals across all locations
Assets Under Management: $1.7 billion+
Custody & Platform: Ameriprise Financial

We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include:

Retirement planning (including 401(k) strategies)
Investment portfolio management
Family wealth planning
Full-service financial guidance

We operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office.

What We’re Looking For

Experienced Financial Advisors
Entrepreneurial mindset with a desire to grow
Strong relationship-building and client service skills
Existing book of business (required)
Commitment to delivering exceptional client outcomes

Why Join Coastal Wealth Management?

Immediate opportunity to scale your practice
Unique asset matching program to accelerate growth
Strong operational and transition support
Established brand with deep regional presence
Collaborative, growth-oriented team culture
Clear path to partnership for top performers

Note: Candidates should be aware that this position involves working from our offices in Glastonbury CT & New England Region

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

client advisor jobs in new britain, ct

Financial Advisor

Tax Analyst

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

Sales Service Associate (Wellness Membership Advisor)

Financial Advisor - Hartford County, CT

Recruiting Director

Client Service Specialist

FINANCIAL/WEALTH MANAGEMENT ADVISOR

Sales Service Associate (Wellness Membership Advisor)

Lead Advisor

Financial Advisor-in-Training

Account Manager - Tech

Environmental Sustainability Manager

Private Wealth Advisor

Google TV Experience Manager

Financial Services Professional - Hybrid Remote (CT)

Lead Financial Planner

Insurance Sales Agent – Bilingual

Financial Advisor - Career Changer

Part-Time Retirement - 401k Consultant

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