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Associate Benefit Advisor Jobs in Connecticut (NOW HIRING)

... 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 ...

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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 ...

Financial Advisor

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 ...

Associate Wealth Advisor

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 ...

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Associate Benefit Advisor information

What is an associate benefit advisor?

Associate Benefit Advisors are professionals who assist employees or clients in understanding, selecting, and managing their employee benefits, such as health insurance, retirement plans, and other workplace perks. They typically work for insurance companies, benefits consulting firms, or within the HR departments of large organizations. Their role includes explaining benefit options, enrolling individuals in plans, resolving issues, and ensuring compliance with relevant laws and company policies. Associate Benefit Advisors also help educate employees on how to maximize their benefits and act as a resource for benefits-related questions.

What are some typical challenges an associate benefit advisor might face when assisting employees with their benefit selections?

Associate Benefit Advisors often encounter challenges such as explaining complex benefit options in simple terms, addressing unique employee concerns, and staying updated on frequent policy changes. They must handle high volumes of inquiries during open enrollment periods while maintaining accuracy and empathy. Additionally, they collaborate with HR teams and insurance providers to resolve issues efficiently, requiring strong communication and problem-solving skills.

What are the key skills and qualifications needed to thrive as an associate benefit advisor, and why are they important?

To thrive as an Associate Benefit Advisor, you need a solid understanding of employee benefits, insurance products, and relevant regulations, typically supported by a bachelor’s degree in business or a related field. Familiarity with benefits administration software, HRIS systems, and, in some cases, state insurance licensing is often required. Strong communication, problem-solving, and interpersonal skills help you effectively guide clients and address their concerns. These competencies are crucial for ensuring clients receive accurate information and support, fostering trust and satisfaction in benefits management.

What is the difference between Associate Benefit Advisor vs Benefits Coordinator?

AspectAssociate Benefit AdvisorBenefits Coordinator
Required CredentialsTypically a bachelor's degree, insurance licensesHigh school diploma or equivalent, insurance licenses often preferred
Work EnvironmentOffice setting, client meetings, insurance firmsOffice environment, HR departments, insurance companies
Employer & Industry UsageInsurance agencies, benefits consulting firmsCorporate HR departments, insurance providers
Common Search & ComparisonYesYes

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.

What cities in Connecticut are hiring for Associate Benefit Advisor jobs?

Cities in Connecticut with the most Associate Benefit Advisor job openings:

Infographic showing various Associate Benefit Advisor job openings in Connecticut as of July 2026, with employment types broken down into 1% As Needed, 69% Full Time, 26% Part Time, 2% Temporary, and 2% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution.

Associate Financial Advisor

Kestra Financial Independent Advisor

Hartford, CT • On-site

$48K/yr

Full-time

Re-posted 28 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