Associate Financial Advisor
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Quick apply
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Quick apply
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Hartford, CT · On-site
$48K/yr
Peak Mountain Advisors is looking for an associate financial advisor to join our team. We are an ... Benefits Annual base income $48,000 plus competitive grid payout
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ... Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are ...
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ... Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are ...
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ... Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are ...
Quick apply
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ... Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are ...
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ... Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are ...
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships ... Benefits Paid time off Retirement Plan with Matching Contribution Group life and disability are ...
Stamford, CT · On-site
$95 - $100/hr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Pay & Benefits The annualized base pay range for this role is expected to be between $95,000-$100 ...
New
Stamford, CT · On-site
$95 - $100/hr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Pay & Benefits The annualized base pay range for this role is expected to be between $95,000-$100 ...
New
Stamford, CT · On-site
$95K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
Stamford, CT · On-site
$95K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
$85K - $90K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
$85K - $90K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
$95K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
$95K - $100K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
Stamford, CT · On-site
$85K - $90K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
Stamford, CT · On-site
$85K - $90K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
West Hartford, CT · On-site
$75 - $85/hr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
New
West Hartford, CT · On-site
$75 - $85/hr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
New
West Hartford, CT · On-site
$75 - $85/hr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
New
West Hartford, CT · On-site
$75 - $85/hr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
New
West Hartford, CT · On-site
$75K - $85K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
West Hartford, CT · On-site
$75K - $85K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
Hartford, CT · On-site
$75K - $85K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
Hartford, CT · On-site
$75K - $85K/yr
The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team ... Other rewards may include an annual cash bonus and a comprehensive benefits package, including but ...
Wallingford, CT · On-site
$65 - $81/hr
... the Associate Wealth Advisor role EEO Statement In exchange for your expertise, we offer a base ... Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical ...
New
Wallingford, CT · On-site
$65 - $81/hr
... the Associate Wealth Advisor role EEO Statement In exchange for your expertise, we offer a base ... Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Sabbatical ...
New
Cheshire, CT · On-site
Benefits: * Bonus based on performance * Flexible schedule Service an Established Client Base ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...
Quick apply
Cheshire, CT · On-site
Benefits: * Bonus based on performance * Flexible schedule Service an Established Client Base ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...
Cheshire, CT · On-site
$70 - $90/hr
Benefits: * Bonus based on performance * Flexible schedule Service an Established Client Base ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...
Cheshire, CT · On-site
$70 - $90/hr
Benefits: * Bonus based on performance * Flexible schedule Service an Established Client Base ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...
Westbrook, CT · On-site
$100 - $140/hr
Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... Benefits * 401(k) Plan with Employer Matching * Four Medical Plan options generously subsidized by ...
New
Westbrook, CT · On-site
$100 - $140/hr
Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead ... Benefits * 401(k) Plan with Employer Matching * Four Medical Plan options generously subsidized by ...
New
As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening, and ... We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you ...
As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening, and ... We offer a competitive benefits package (/summary-of-benefits) that takes care of the whole you ...
| Aspect | Associate Benefit Advisor | Benefits Coordinator |
|---|---|---|
| Required Credentials | Typically a bachelor's degree, insurance licenses | High school diploma or equivalent, insurance licenses often preferred |
| Work Environment | Office setting, client meetings, insurance firms | Office environment, HR departments, insurance companies |
| Employer & Industry Usage | Insurance agencies, benefits consulting firms | Corporate HR departments, insurance providers |
| Common Search & Comparison | Yes | Yes |
The Associate Benefit Advisor and Benefits Coordinator roles share similarities in working with employee benefits and insurance products. However, the Associate Benefit Advisor often focuses on client consultations, sales, and benefit plan recommendations, requiring licenses and sales skills. The Benefits Coordinator typically handles administrative tasks, benefits enrollment, and employee communication within a company. Both roles are essential in the benefits industry but differ in responsibilities and work environment.
Cities in Connecticut with the most Associate Benefit Advisor job openings:

$48K/yr
Full-time
Re-posted 28 days ago
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
Benefits
Annual base income $48,000 plus competitive grid payout