Top 8 financial client associate Jobs in new haven ct

Associate Advisor
Forgent —Fairfield, CT
- $120,000 - $160,000 a year
- Full-time
- Office
- 3 years
- Presentation skills
- Profit sharing
- Health insurance
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7d
Client Service Associate, Financial Services
Confidential —Madison, CT
- $45,000 - $55,000 a year
- Full-time
- Microsoft Excel
- Office
- US work authorization
- Paid time off
- Retirement plan
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Financial Client Associate
Benjamin F Edwards & Co —Hamden, CT
- $25.43 - $31.78 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Paid parental leave
- Health savings account
Associate Financial Planner
Strategies for Wealth —Fairfield, CT
- $90,000 - $100,000 a year
- Basic math
- Finance
- Analysis skills
- Retirement plan
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Registered Financial Client Associate
Benjamin F Edwards & Co —Hamden, CT
- $29.24 - $36.54 an hour
- Full-time
- Research
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Product Owner, FMS/Financial Intermediary Svc
Benelynk —Milford, CT
- $120,000 - $125,000 a year
- Full-time
- Remote
- Pass drug screening
- Analysis skills
- Continuous improvement
- Health insurance
- Dental insurance
Transaction Advisory Services (TAS) Senior Associate
PKF O'Connor Davies —Shelton, CT
- Hybrid work
- CPA
- Mid-level
- Office
- Profit sharing
- Health savings account
Quick Apply

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Associate Advisor

Forgent -
Fairfield, CT

Quick Apply

Job Details

Full-time
$120,000 - $160,000 a year
7 days ago

Benefits

Profit sharing
Health insurance
Unlimited paid time off
Dental insurance
401(k)
Paid time off
Flexible schedule

Qualifications

Teamwork
CFP
Team development
Presentation skills
Client services

Full Job Description

Associate Advisor Fairfield, CT (Hybrid- 1 day a week in office)

Overview

Our client is , an independent, planning-led RIA based in Fairfield, CT, is hiring its key number-two: an associate advisor to own client relationships, deliver comprehensive cash-flow-based financial plans, and help build the firm's client service model from the ground up. This role exists because the firm is growing and the founder needs a planning expert to take the lead on client-facing advisory work while he focuses on business development and firm growth. There is no requirement to prospect, cold call, or bring a book of business.

The founder's background is in leadership, operations, and team development, not financial planning. He is looking for someone whose planning and advisory skills are exceptional, and in return he will actively invest in developing that person's leadership, management, and business-building capabilities through daily check-ins, weekly one-on-ones, and a structured operating system. The five-year vision is a firm with a team of advisors, and the expectation is that this hire leads them.

Compensation is $160,000 total: a $120,000 base salary and a $40,000 quarterly performance-based bonus tied to firm and individual targets, paid every quarter. A path to equity or profit-sharing is available within two years based on performance.

Onboarding is structured over 90 days: the first 30 days are learning and shadowing, days 30 to 60 involve meeting existing clients and supporting new client work, and days 60 to 90 you are taking on new clients with coaching and support. The role requires in-office attendance in Fairfield one day per week on Mondays for team meetings, with the remainder virtual. Candidates anywhere in Connecticut or the New York City metropolitan area are commutable. This is not a fit for candidates seeking a fully remote position, a large established firm, or a low-intensity environment. The culture is direct, collaborative, feedback-driven, and fast-paced.

Responsibilities

Own client relationships and deliver comprehensive, cash-flow-based financial plans for high-net-worth clients (typically corporate executives and business owners, HHI $500K+, investable assets $2M-$8M) using Right Capital; lead client meetings and present plans independently; design and build the firm's first-100-day client experience; collaborate with the founder on developing client service systems, technology workflows, and operational processes; participate in structured onboarding and daily/weekly development conversations; contribute to a technology-forward, AI-integrated firm infrastructure; and evolve over time into a leadership role managing a team of advisors.

Ideal Candidate Traits

Planning-focused and technically strong; client-facing with the confidence to present to high-net-worth households; coachable and receptive to direct, regular feedback; energized by building systems and processes, not just maintaining them; self-directed and organized; comfortable in an early-stage environment where infrastructure is still being built; collaborative and team-oriented; motivated by long-term career growth and partnership over short-term title or comp maximization.

Required Licenses and Certifications

CFP designation preferred; candidates actively pursuing CFP will be considered for the right profile.

Qualifications

3+ years of client-focused financial planning experience
Experience building and presenting comprehensive financial plans directly to clients
RIA background strongly preferred; independent broker-dealer background is a close second
Experience with cash-flow-based planning software (Right Capital, eMoney, MoneyGuidePro, or similar)
Second-chair, associate advisor, or paraplanner candidates ready to step into a lead role are encouraged to apply
CFP

Compensation and Benefits

$120,000 base salary
$40,000 quarterly performance bonus (firm and individual targets)
Path to equity or profit-sharing within two years based on performance
Unlimited PTO with pre-approval
Health coverage negotiable
All technology and supplies provided

This role is being recruited by Forgent, an AI-powered talent service built for producer-led financial services firms. All conversations are confidential.

Job Type: Full-time

Base Pay: $120,000.00 - $160,000.00 per year

Benefits:

401(k)
Dental insurance
Flexible schedule
Health insurance
Paid time off

Work Location: Hybrid remote in Fairfield, CT 06825

Quick Apply

Refine Your Search

financial client associate jobs in new haven ct

Associate Advisor

Client Service Associate, Financial Services

Financial Client Associate

Associate Financial Planner

Registered Financial Client Associate

Product Owner, FMS/Financial Intermediary Svc

Transaction Advisory Services (TAS) Senior Associate

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