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Associate Advisor Jobs in Connecticut (NOW HIRING)

CENTURION HOLDINGS LLC

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Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

Alliance Global Partners

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Associate Financial Advisor

Stamford, CT · On-site

$60K - $100K/yr

Financial Advisor Position Opportunity We are a New York City, full-service, national investment banking firm with a 43-year history of serving both retail and institutional clients, with more than ...

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All JobsAssociate Advisor JobsAssociate Advisor Jobs in Connecticut

Associate Advisor information

See Connecticut salary details

$11

$24

$43

How much do associate advisor jobs pay per hour?

As of Aug 10, 2026, the average hourly pay for associate advisor in Connecticut is $24.67, according to ZipRecruiter salary data. Most workers in this role earn between $17.60 and $28.37 per hour, depending on experience, location, and employer.

What is the difference between Associate Advisor vs Financial Advisor?

AspectAssociate AdvisorFinancial Advisor
Required CredentialsTypically a bachelor's degree; may need licenses like Series 7 or 66Same as Associate Advisor, often with additional certifications like CFP
Work EnvironmentSupport role within financial firms, assisting senior advisorsClient-facing role providing personalized financial planning
Employer & Industry UsageUsed in financial services firms, banks, and advisory firmsUsed across similar firms, often with more client responsibility
Search & Comparison IntentCommonly compared for entry-level roles or career progressionViewed as a more senior or independent role

In summary, an Associate Advisor typically supports senior financial advisors and has similar credentials, but with less client responsibility. A Financial Advisor usually manages client relationships directly and offers comprehensive financial planning. Both roles are essential in the financial industry, with the Associate Advisor often serving as a stepping stone to becoming a Financial Advisor.

What are some common challenges associate advisors face when transitioning into client-facing responsibilities?

Associate Advisors often encounter challenges when moving into more client-facing roles, such as building trust with clients, navigating complex financial questions, and balancing administrative tasks with relationship management. Gaining confidence in presenting financial strategies and effectively communicating with diverse client personalities can take time. Many firms provide mentorship and ongoing training to help Associate Advisors develop these skills, and successful candidates proactively seek feedback and learning opportunities from senior advisors.

What is an associate advisor?

An Associate Advisor is an entry- to mid-level professional who assists senior financial advisors or planners in providing financial advice and services to clients. Their responsibilities often include preparing financial plans, conducting research, gathering client information, and supporting client meetings. Associate Advisors typically work toward building their own client base while gaining experience and professional certifications. This role is a common stepping stone to becoming a lead financial advisor or planner.

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

To thrive as an Associate Advisor, you need a solid understanding of financial planning, investment principles, and regulatory compliance, typically supported by a relevant degree and licenses such as Series 7 or 66. Familiarity with financial planning software, CRM systems, and portfolio management tools is essential. Strong interpersonal skills, active listening, and attention to detail help build trust with clients and support collaborative team environments. These skills and qualities are vital for delivering sound financial advice, ensuring compliance, and fostering lasting client relationships.
What are the most commonly searched types of Advisor jobs in Connecticut? The most popular types of Advisor jobs in Connecticut are:
What are popular job titles related to Associate Advisor jobs in Connecticut? For Associate Advisor jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Connecticut look for? The top searched job categories for Associate Advisor jobs in Connecticut are:
What cities in Connecticut are hiring for Associate Advisor jobs? Cities in Connecticut with the most Associate Advisor job openings:
Associate Advisor jobs near you
Infographic showing various Associate Advisor job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 24% Part Time, 4% Temporary, and 3% Contract. Highlights an 95% Physical, 1% Hybrid, and 4% Remote job distribution, with an average salary of $51,314 per year, or $24.7 per hour.

Associate Financial Advisor

Kestra Financial Independent Advisor

Hartford, CT • On-site

$48K/yr

Full-time

Re-posted 6 days ago

Job description

Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an independent wealth management firm founded in 2012. We are looking for someone to help manage daily financial planning and service the needs of existing Peak Mountain Advisors clients.  In addition to base compensation, you will have a competitive grid payout for your existing relationships and new clientele.  This position is perfect for a financial advisor who is eager to succeed in the independent market while learning from a high-quality advisor with 20 years of experience in the industry. This role is best suited for individuals who have developed a well-rounded understanding and implementation of advising and financial planning with over three years of experience as a financial advisor.  This is a great way to join and grow with a team, transition your existing book of business, and maintain financial stability while advancing your career to focus on providing the most excellent client experience.

Requirements

       Minimum 3-5 years of experience in financial advising

       Life, Health and Accident  License - State of CT

       FINRA Series 7 and FINRA 66 License

       Well organized with the ability to manage time effectively with multiple priorities

       Excellent Verbal Communication, Active Listening, Critical Thinking, Strong Ethics

       Clean record with SEC and FINRA

Skills

    • Trustworthy, sincere, charismatic and social disposition, able to start up and hold conversations with a diverse demographic of individuals
    • Demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building relationships with clients
    • Some knowledge and ability to learn more about trusts, estate planning, tax planning, insurance and complex financial planning
    • Coachable and trainable to fit the culture of the company and succeed in a service-orientated business

Benefits

Annual base income $48,000 plus competitive grid payout

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