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Advisor Assistant Jobs in Connecticut (NOW HIRING)

Educational Data Systems, Inc.

Career Advisor

Manchester, CT · On-site

$21.25 - $28.25/hr

At the American Job Center, our team of career advisors, job developers and business services consultants have come together to provide services to assist jobseekers in their career endeavors.

Educational Data Systems, Inc.

Career Advisor

Hartford, CT · On-site

$21.25 - $28.25/hr

At the American Job Center, our team of career advisors, job developers and business services consultants have come together to provide services to assist jobseekers in their career endeavors.

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150 - $200/hr

Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity* Facilitate the financial planning process* Discover a ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

Wealth Enhancement Group

Financial Advisor

Hartford, CT · On-site

$150K - $170K/yr

Primary Job Functions Manage client relationships and assist senior advisors with management of complex clients to the WEG planning-based standard of identity * Facilitate the financial planning ...

University of Connecticut

Academic Advisor 2

Storrs, CT · On-site

$42K - $52K/yr

Professional academic advisors primarily assist first- and second-year engineering students in registering for their foundational coursework, determining a preliminary plan of study, understanding ...

Total Mechanical Systems

Comfort Advisor

Plainville, CT · On-site

$150K - $250K/yr

The Comfort Advisor is a dynamic sales position focused on in-home sales of heating and cooling ... Build quotes and follow up with customers to assist in moving sales/project forward. * Maintain ...

Real Soft, Inc.

AI Architect

Winchester Center, CT · On-site

$61 - $80.25/hr

... Advisor assist (Copilot, recommendations) o Predictive analytics (client segmentation, next-best action) o Document automation and workflow orchestration • Identify and drive automation ...

Total Mechanical Systems

Comfort Advisor

Plainville, CT · On-site

$150K - $250K/yr

The Comfort Advisor is a dynamic sales position focused on in-home sales of heating and cooling ... Build quotes and follow up with customers to assist in moving sales/project forward. * Maintain ...

Total Mechanical Systems

Comfort Advisor

Plainville, CT · On-site

$200 - $250/hr

The Comfort Advisor is a dynamic sales position focused on in-home sales of heating and cooling ... Build quotes and follow up with customers to assist in moving sales/project forward. * Maintain ...

Ctwealthmgmt

Financial Advisor

Farmington, CT · On-site

$80 - $100/hr

Financial Advisors are responsible for managing and retaining ongoing client relationships, either ... * Assist firm with marketing efforts by suggesting or developing posts for social media. * Set a ...

Total Mechanical Systems

Comfort Advisor

Plainville, CT · On-site

$250K/yr

The Comfort Advisor is a dynamic sales position focused on in-home sales of heating and cooling ... Build quotes and follow up with customers to assist in moving sales/project forward. * Maintain ...

Chilton Trust Company

Client Advisor

Stamford, CT · On-site

The Client Advisor will have responsibilities and tasks that include but are not limited to the ... Assist in preparing Investment Policy Statements and regularly monitor compliance with proposed ...

Alliance Global Partners

Be Seen First

Associate Financial Advisor

Stamford, CT · On-site

$60K - $100K/yr (+ commission)

... Sales assistants, both FINRA-licensed and trainees looking to join and work in our Westport ... Tax advisors * Estate counsel * Other professionals * Ongoing monitoring and management of the ...

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Showing results 41-60

All JobsAdvisor JobsAdvisor Assistant JobsAdvisor Assistant Jobs in Connecticut

Advisor Assistant information

See Connecticut salary details

$27.1K

$51.6K

$86.6K

How much do advisor assistant jobs pay per year?

As of Sep 7, 2026, the average yearly pay for advisor assistant in Connecticut is $51,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,900.00 per year, depending on experience, location, and employer.

What is an advisor assistant?

Advisor Assistants are professionals who support financial advisors or other types of consultants in their daily tasks. Their responsibilities typically include scheduling meetings, preparing client reports, maintaining records, handling client communications, and performing administrative duties. By managing these tasks, Advisor Assistants help ensure that advisors can focus on providing quality advice and service to their clients. They play a crucial role in keeping the workflow efficient and organized within advisory firms or departments.

What does an advisor assistant do?

Advisor Assistants often handle a variety of administrative and client-support duties throughout the day, such as scheduling meetings, preparing client documentation, and processing paperwork. They frequently collaborate with financial advisors and other team members to ensure client needs are met efficiently and all compliance requirements are followed. Regular communication with clients to gather information or provide updates is also common. This role requires a strong attention to detail and the ability to manage multiple priorities in a fast-paced office environment.

What are the key skills and qualifications needed to thrive as an advisor assistant?

To excel as an Advisor Assistant, you typically need strong organizational abilities, attention to detail, and a background in business administration or finance. Familiarity with CRM software, scheduling tools, and financial planning systems is commonly required. Excellent communication, discretion, and proactive problem-solving are standout soft skills in this role. These competencies are crucial for supporting advisors efficiently, managing client interactions, and ensuring seamless operations in a fast-paced environment.

What is the difference between Advisor Assistant vs Financial Advisor?

AspectAdvisor AssistantFinancial Advisor
CredentialsOften no formal certification required, but some may have FINRA licensesTypically requires certifications like Series 7, Series 66, or CFP
Work EnvironmentSupport role within financial firms, assisting advisorsClient-facing role providing financial planning and investment advice
Employer & Industry UsageUsed in banks, investment firms, and financial planning companiesEmployed in similar settings, focusing on client financial strategies

In summary, an Advisor Assistant primarily supports financial advisors with administrative and research tasks, often without requiring extensive certifications. In contrast, a Financial Advisor directly interacts with clients, offering personalized financial planning and investment advice, usually holding relevant licenses and certifications.

How much do advisor assistants get paid?

Advisor assistants typically earn between $35,000 and $55,000 annually, depending on experience, location, and the employer. Entry-level positions may start lower, while experienced assistants or those in high-demand areas can earn higher salaries. Compensation often includes benefits such as health insurance and retirement plans.

What are the most commonly searched types of Advisor jobs in Connecticut?

The most popular types of Advisor jobs in Connecticut are:

Advisor Assistant jobs near you
Infographic showing various Advisor Assistant job openings in Connecticut as of August 2026, with employment types broken down into 2% As Needed, 73% Full Time, 18% Part Time, 3% Temporary, and 4% Contract. Highlights an 98% Physical, 1% Hybrid, and 1% Remote job distribution, with an average salary of $51,602 per year, or $24.8 per hour.

Academic Success Advisor

University of New Haven

West Haven, CT • On-site

$40K - $50K/yr

Full-time

Medical, Dental, Vision, Life, PTO

Posted 17 days ago

Job description

Who we are:
The University of New Haven, founded in 1920, is a private university whose mission is to prepare students to excel and lead purposeful and fulfilling lives in a global society. The university offers more than 150 undergraduate and graduate programs and has been recognized for academic excellence, nationally and internationally. In addition to its main campus in West Haven, the university has a campus in Tuscany, Italy. Learn more at newhaven.edu .
The Academic Success Advisor serves as a key member of the university's advising and student success network, assigned to a specific academic college. This position works closely with college administrators, deans, faculty, and professional staff to provide supplemental advising, crisis response, and individualized student support. The Advisor focuses on two primary areas: Academic Success Advising for first- and second-year students and Crisis and Case Management for students at all academic levels. Through proactive outreach, collaborative intervention, and holistic guidance, the Academic Success Advisor helps students navigate academic and personal challenges, promoting persistence, retention, and degree completion.
You will:
Academic Success Advising (First- and Second-Year Students)
  • Provides supplemental academic advising to first- and second-year students within the assigned college, supporting their transition to university expectations and helping them establish strong academic habits.
  • Collaborates with faculty advisors, program coordinators, and the registrar's office to ensure accurate course selection, registration, and progress toward degree completion for first year students.
  • Uses Navigate and related tools to monitor student progress, track interactions, and identify early signs of academic difficulty.
  • Conducts proactive outreach to students with midterm deficiencies, early alerts, or inconsistent course engagement.
  • Counsels students on university policies, degree requirements, and the use of advising systems such as Degree Works, Banner, and academic worksheets.
  • Provides supplemental advising support for major exploration, course completion and transition planning between academic years.
  • Participates in new student and transfer orientation, registration events, and first-year transition programming within the assigned college.
  • Refers students to tutoring, academic support, or other university resources to reinforce skill development and self-efficacy.

II. Crisis and Case Management (All Student Levels)
  • Uses Navigate and related tools to monitor student progress, track advising interactions, and identify early signs of academic difficulty.
  • Conducts proactive outreach to students with midterm deficiencies, early alerts, or inconsistent course engagement.
  • Collaborate with student support offices across campus to monitor student support case management for students within the college experiencing academic, personal, or situational challenges affecting persistence.
  • Collaborates closely with deans, associate deans, faculty, and student support offices (e.g., CASA, TASC, Accessibility Services, Counseling, and Dean of Students) to coordinate care and intervention plans for crisis management.
  • Works with students to develop Academic Success Plans that include achievable goals, connection to campus supports, and monitoring checkpoints.
  • Serves as an advocate for students navigating complex academic or personal circumstances, ensuring consistent communication among campus partners.

SECONDARY FUNCTIONS:
  • Refine existing and develop additional tools for use in success advising
  • Keep abreast of national academic advising and counseling standards through on-going research and/or professional development opportunities
  • Represents the department at university events
  • Assist with the advising and pre-registration of all first-year students during the university's summer orientation program

You need:
Academic Success Advising (First- and Second-Year Students)
  • Provides supplemental academic advising to first- and second-year students within the assigned college, supporting their transition to university expectations and helping them establish strong academic habits.
  • Collaborates with faculty advisors, program coordinators, and the registrar's office to ensure accurate course selection, registration, and progress toward degree completion for first year students.
  • Uses Navigate and related tools to monitor student progress, track interactions, and identify early signs of academic difficulty.
  • Conducts proactive outreach to students with midterm deficiencies, early alerts, or inconsistent course engagement.
  • Counsels students on university policies, degree requirements, and the use of advising systems such as Degree Works, Banner, and academic worksheets.
  • Provides supplemental advising support for major exploration, course completion and transition planning between academic years.
  • Participates in new student and transfer orientation, registration events, and first-year transition programming within the assigned college.
  • Refers students to tutoring, academic support, or other university resources to reinforce skill development and self-efficacy.

Crisis and Case Management (All Student Levels)
  • Uses Navigate and related tools to monitor student progress, track advising interactions, and identify early signs of academic difficulty.
  • Conducts proactive outreach to students with midterm deficiencies, early alerts, or inconsistent course engagement.
  • Collaborate with student support offices across campus to monitor student support case management for students within the college experiencing academic, personal, or situational challenges affecting persistence.
  • Collaborates closely with deans, associate deans, faculty, and student support offices (e.g., CASA, TASC, Accessibility Services, Counseling, and Dean of Students) to coordinate care and intervention plans for crisis management.
  • Works with students to develop Academic Success Plans that include achievable goals, connection to campus supports, and monitoring checkpoints.
  • Serves as an advocate for students navigating complex academic or personal circumstances, ensuring consistent communication among campus partners.

SECONDARY FUNCTIONS:
  • Refine existing and develop additional tools for use in success advising
  • Keep abreast of national academic advising and counseling standards through on-going research and/or professional development opportunities
  • Represents the department at university events
  • Assist with the advising and pre-registration of all first-year students during the university's summer orientation program

QUALIFICATIONS, KNOWLEDGE, SKILLS, ABILITIES:
  • Master's Degree in related academic or counseling and student personnel; experience in working with students in a higher education setting
  • Knowledge of, commitment to, and expertise at building rapport with students from diverse backgrounds.
  • Commitment to student-centered advising team approach and able to resolve student issues from request to resolution
  • Understanding the academic and developmental needs of college students
  • Demonstrated ability to work effectively with others to accomplish team goals
  • Experience in Appreciative Advising/Certification preferred; willingness to pursue certification if hired
  • Excellent communication, counseling, organizational, interpersonal, detail oriented, written and verbal communication skills
  • Strong computer skills (Microsoft Office Suite, manage databases)
  • Familiar with electronic methods of communication (i.e.; online chat, webinars, social networking sites
  • Experience in dealing with confidential materials and information
  • Ability to interact effectively with students, faculty, and administrators on campus
  • Occasional evening and weekend hours required

Whats in it for you:
  • Health & Welfare Programs: Employees and their eligible family members, including spouses and dependent are eligible for Medical, Dental, Vision and Life Programs.
  • Wellness & Fitness: On-campus Recreation and Fitness Center for employees and families; Employee Assistant Program
  • Commitment to Educational Excellence: Tuition assistance for employees and eligible dependents; Tuition exchange opportunities
  • Employee Discounts on products, services and educational opportunities
  • Work/Life Benefits: Generous paid time off programs; progressive paid holiday schedule (including holiday break between Christmas and New Year's); 4 weeks of parental paid leave; flexible work schedules including summer hours where applicable

*The University of New Haven is not a qualifying E-Verify employer and its use of E-Verify is limited to specific government projects. For that reason, candidates with STEM OPT authorization cannot be considered for employment.

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