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Associate Advisor Jobs in Hamden, CT (NOW HIRING)

CENTURION HOLDINGS LLC

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Associate Financial Advisor

Cheshire, CT · On-site

$50K - $65K/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

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Associate Financial Advisor

Cheshire, CT · On-site

$50K - $65K/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 ...

Adler Travel

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Travel Advisor / Client Service Associate

Hamden, CT · On-site

$16 - $18/hr

We are hiring a full-time Travel Advisor / Client Service Associate to join our small, close-knit team. This is a hybrid role. You will support our clients and advisors day to day while building the ...

New

Adler Travel

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Travel Advisor / Client Service Associate

Hamden, CT · On-site

$16 - $18/hr

We are hiring a full-time Travel Advisor / Client Service Associate to join our small, close-knit team. This is a hybrid role. You will support our clients and advisors day to day while building the ...

New

Adler Travel

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Travel Advisor / Client Service Associate

Hamden, CT · On-site

$16 - $18/hr

We are hiring a full-time Travel Advisor / Client Service Associate to join our small, close-knit team. This is a hybrid role. You will support our clients and advisors day to day while building the ...

New

H&R Block

Block Advisors - Tax Advisor

Wallingford, CT · On-site

... a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round ... Circular 230 associates can provide audit representation * Grow your tax expertise Required ...

Elevance Health

Strategic Sales Advisor

Wallingford, CT · Hybrid

$101K - $134K/yr

Strategic Sales Advisor Strategic Sales Advisor Hybrid 1: This role requires associates to be in-office 1 - 2 days per week, fostering collaboration and connectivity, while providing flexibility to ...

TIAA

Wealth Advisor

Hamden, CT · On-site

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Showing results 1-20

All JobsAssociate Advisor JobsAssociate Advisor Jobs in Hamden, CT

Associate Advisor information

See Hamden, CT salary details

$11

$25

$45

How much do associate advisor jobs pay per hour?

As of Jul 26, 2026, the average hourly pay for associate advisor in Hamden, CT is $25.78, according to ZipRecruiter salary data. Most workers in this role earn between $18.41 and $29.62 per hour, depending on experience, location, and employer.

What is an associate adviser?

An associate adviser is a professional who supports senior advisers by assisting with client consultations, research, and financial planning tasks. They often hold relevant certifications and work under supervision to develop their skills and knowledge in advising clients or customers.

Can financial advisors make $500,000 a year?

Financial advisors, including associate advisors, can potentially earn $500,000 annually, especially with extensive experience, a strong client base, and high-value assets under management. However, such earnings are typically achieved by top performers in the industry, often with additional certifications like the CFP or CFA, and may involve commissions, bonuses, or profit sharing. Most entry-level or mid-level advisors earn significantly less than this amount.

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.

Is $200,000 enough to work with a financial advisor?

For an Associate Advisor, a $200,000 investment can be sufficient to start working with a financial advisor, depending on the advisor's fee structure and the complexity of your financial goals. Many advisors require minimum investments that can range from $25,000 to $100,000 or more, but some offer services for lower amounts or on a fee-only basis. It's important to discuss fees and services directly with the advisor to determine if your investment aligns with their requirements.

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 does an associate advisor do?

An associate advisor supports financial advisors or clients by preparing reports, analyzing data, and assisting with client communications. They often handle administrative tasks, maintain client records, and may use financial planning software. This role typically requires strong organizational skills and relevant certifications or training.

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, and why are they important?

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 Hamden, CT? The most popular types of Advisor jobs in Hamden, CT are:
What are popular job titles related to Associate Advisor jobs in Hamden, CT? For Associate Advisor jobs in Hamden, CT, the most frequently searched job titles are:
What job categories do people searching Associate Advisor jobs in Hamden, CT look for? The top searched job categories for Associate Advisor jobs in Hamden, CT are:
Associate Advisor jobs near you

Associate Financial Advisor - Bergenn Financial Group

Kestra Financial Independent Advisor

West Hartford, CT • On-site

Full-time

Medical, Life, Retirement, PTO

Posted 4 days ago

Job description

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.

Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.

Essential Duties and Responsibilities

  • Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data and plans in financial planning software (eMoney Advisor)
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities

  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Proficiency in eMoney Advisor financial planning software is strongly preferred
  • Excellent communication skills, both verbal and written
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others

Requirements

Experience

  • The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
  • The ideal candidate must have a minimum of $10mm in assets under management

Certificates, Licenses, Registration

  • Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
  • Life & Health licenses preferred but not required.

Benefits

Paid time off

Retirement Plan with Matching Contribution

Group life and disability are available