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Associate Financial Advisor Jobs in Connecticut (NOW HIRING)

Lincoln Tech

Financial Aid Advisor

Shelton, CT · On-site

$20.25 - $26/hr

Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid ... Associate's degree or equivalent combination of education, training, and experience What You'll Do:

Lincoln Technical Institute

Financial Aid Advisor

Shelton, CT · On-site

$20.25 - $26/hr

Financial Aid Advisor - Lincoln Tech - Shelton, CT We're looking for an experienced financial aid ... Associate's degree or equivalent combination of education, training, and experience What You'll Do:

TIAA

Wealth Management Advisor (Hamden, CT)

Hamden, CT · On-site

$100K - $110K/yr

Communicates complex financial solutions to clients, utilizing interpersonal communication and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Wealth Management Advisor (Hamden, CT)

Hamden, CT · On-site

$100K - $110K/yr

Communicates complex financial solutions to clients, utilizing interpersonal communication and ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

AllianceBernstein

Associate

Stamford, CT

$80K - $86K/yr

Partner with Financial Advisors to build their business and provide service and support functions ... Components of the Associate Development Program (ADP) Include: * In-depth industry training on ...

AllianceBernstein Holding L.P.

Associate

Stamford, CT · On-site

$80K - $86K/yr

Partner with Financial Advisors to build their business and provide service and support functions ... Components of the Associate Development Program (ADP) Include: * In-depth industry training on ...

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Showing results 21-40

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Connecticut

Associate Financial Advisor information

See Connecticut salary details

$36.6K

$63.9K

$107K

How much do associate financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for associate financial advisor in Connecticut is $63,886.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $78,500.00 per year, depending on experience, location, and employer.

What does an associate financial advisor do?

An Associate Financial Advisor supports senior financial advisors in providing investment and financial planning services to clients. Their responsibilities often include conducting research, preparing financial plans, assisting with client meetings, and managing client accounts. They may also help with administrative tasks and ensure compliance with financial regulations. This role is typically an entry-level position designed to help individuals gain experience and work toward becoming a full-fledged financial advisor.

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

To thrive as an Associate Financial Advisor, you need a solid understanding of finance, investment strategies, and regulatory requirements, typically supported by a relevant degree and FINRA licenses such as Series 7 and 66. Familiarity with financial planning software, client relationship management (CRM) systems, and portfolio analysis tools is essential. Strong interpersonal skills, active listening, and ethical judgment help build client trust and foster long-term relationships. These competencies are crucial for providing sound financial advice, ensuring compliance, and supporting clients in achieving their financial goals.

What is the difference between Associate Financial Advisor vs Financial Advisor?

AspectAssociate Financial AdvisorFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (required)
Work EnvironmentSupport role, assisting senior advisors, client meetingsClient-facing, responsible for managing client portfolios
ResponsibilitiesResearch, preparing reports, supporting client serviceDeveloping financial plans, advising clients, making investment decisions

The main difference is that Associate Financial Advisors typically support senior advisors and focus on research and client support, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles often require similar certifications, but the level of client interaction and responsibility varies.

What are some typical challenges an associate financial advisor may face when building their client base?

As an Associate Financial Advisor, one common challenge is establishing trust with potential clients, especially when you are early in your career and may not have an extensive track record. Prospecting and networking can require persistence, as building relationships and demonstrating value takes time. Additionally, navigating compliance requirements and staying updated on financial regulations can be demanding, but these are crucial for providing sound advice. Successful advisors often overcome these challenges by seeking mentorship, leveraging firm resources, and continuously improving their communication and technical skills.
What are the most commonly searched types of Financial Advisor jobs in Connecticut? The most popular types of Financial Advisor jobs in Connecticut are:
What are popular job titles related to Associate Financial Advisor jobs in Connecticut? For Associate Financial Advisor jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Associate Financial Advisor jobs in Connecticut look for? The top searched job categories for Associate Financial Advisor jobs in Connecticut are:
What cities in Connecticut are hiring for Associate Financial Advisor jobs? Cities in Connecticut with the most Associate Financial Advisor job openings:
What are popular job titles related to Associate Financial Advisor jobs in CT? For Associate Financial Advisor jobs in CT, the most frequently searched job titles are:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Connecticut as of August 2026, with employment types broken down into 100% Full Time. Highlights an 91% In-person, and 9% Remote job distribution, with an average salary of $63,886 per year, or $30.7 per hour.

Financial Aid Advisor

Lincoln Tech

Shelton, CT • On-site

$20.25 - $26/hr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 5 days ago

Lincoln Tech rating

7.7

Company rating: 7.7 out of 10

Based on 10 frontline employees who took The Breakroom Quiz

257th of 616 rated colleges and universities

Job description

Financial Aid Advisor - Lincoln Tech - Shelton, CT
We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience in higher education and enjoy helping students navigate Title IV funding for shorter-term programs, this role could be perfect for you.
What You'll Bring:
  • 1+ years of current financial aid experience in higher education - this is essential
  • Experience with Title IV funding processes and compliance
  • Strong communication skills for working with students, families, and corporate financial aid teams
  • Detail-oriented approach to data management and file maintenance
  • Associate's degree or equivalent combination of education, training, and experience

What You'll Do:
  • Guide students through the complete financial aid process from application to Title IV clearance
  • Manage student information systems, data entry, and electronic file maintenance
  • Support New, Veteran, and Agency students with specialized funding needs
  • Participate in campus orientations and student start events
  • Collaborate with FA Managers and Regional Directors

Why You'll Love This Role:
You'll work directly with motivated students who are investing in career-changing skills training. Our programs are focused and practical, and you'll see the immediate impact of your work in helping students access the funding they need to transform their careers.
Full-Time Benefits
  • Medical, Dental, Vision
  • Life and Disability Insurance
  • 401(k) with Company Match
  • Paid Time Off and Holidays
  • Growth Opportunities

About Us
For 80 years Lincoln Tech has been one of the nation's leading providers of career training in Healthcare, Automotive/Diesel, Skilled Trades, Information Technology.
Lincoln Tech is an Equal Opportunity Employer.
  • Email: careers@lincolntech.edu
  • Website: www.lincolntech.edu/careers

What Lincoln Tech employees say

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About Lincoln Tech

Sourced by ZipRecruiter

For over 75 years Lincoln Tech has been one of the nation's leading providers of career training in Healthcare, Automotive/Diesel, Skilled Trades, Information Technology, Cosmetology, and Culinary Arts

Industry

Colleges, universities, and professional schools

Company size

1,001 - 5,000 Employees

Headquarters location

Parsippany, NJ, US

Year founded

1946

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