ZipRecruiter

Log In

1

Associate Financial Advisor Jobs in Fairfield, CT

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

NFP Corp

Associate, Advisor

Melville, NY · On-site

$53K - $85K/yr

Wealthspire is redefining the future of financial solutions through collaboration, scale, and a ... Our Advisor Associates works directly with Advisors to assist with the wealth management and ...

ultimus

Associate Financial Administrator II

Omaha, NE · On-site

SUMMARY The Associate Financial Administrator II plays a key role in preparing and filing quarterly ... Calculates standard monthly management fees and advisor waiver and reimbursements for each fund ...

next page

Showing results 1-20

All JobsAssociate Financial Advisor JobsAssociate Financial Advisor Jobs in Fairfield, CT

Associate Financial Advisor information

See Fairfield, CT salary details

$39.3K

$68.5K

$114.7K

How much do associate financial advisor jobs pay per year?

As of Aug 15, 2026, the average yearly pay for associate financial advisor in Fairfield, CT is $68,475.00, according to ZipRecruiter salary data. Most workers in this role earn between $40,800.00 and $84,100.00 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 Fairfield, CT?

The most popular types of Financial Advisor jobs in Fairfield, CT are:

What are popular job titles related to Associate Financial Advisor jobs in Fairfield, CT?

For Associate Financial Advisor jobs in Fairfield, CT, the most frequently searched job titles are:

What job categories do people searching Associate Financial Advisor jobs in Fairfield, CT look for?

The top searched job categories for Associate Financial Advisor jobs in Fairfield, CT are:

What cities near Fairfield, CT are hiring for Associate Financial Advisor jobs?

Cities near Fairfield, CT with the most Associate Financial Advisor job openings:

Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Fairfield, CT as of August 2026, with employment types broken down into 1% As Needed, 82% Full Time, 14% Part Time, and 3% Contract. Highlights an 91% Physical, 3% Hybrid, and 6% Remote job distribution, with an average salary of $68,475 per year, or $32.9 per hour.

Associate Financial Advisor

CENTURION HOLDINGS LLC

Cheshire, CT • On-site

$60K - $75K/yr

Full-time

Posted 26 days ago

Job description

Benefits:
  • Bonus based on performance
  • Flexible schedule

Service an Established Client Base. Build Your Own Future.

Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping individuals, families, and business owners achieve financial confidence through personalized advice and exceptional service. 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 with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long-term career within an established practice. Unlike many advisor opportunities that require you to start from scratch, this position includes responsibility for servicing approximately 50 existing client households while providing the opportunity to grow and develop your own book of business over time. The position may be structured as either a W-2 employee or 1099 independent contractor, depending on the candidate's goals and preferences.
 
Position Summary

The Associate Financial Advisor works closely with the Lead Advisor to deliver an exceptional client experience and provide ongoing financial planning, investment, and relationship management support.
This individual will serve as the primary contact for assigned client relationships, participate in client meetings, coordinate planning recommendations, and ensure timely execution of client service needs. The Advisor will have the opportunity to develop trusted client relationships, gain experience working with more complex planning situations, and grow their own client base within a supportive and well-established practice.
Key Responsibilities

 
Client Relationship Management

  • Serve as the primary advisor for approximately 50 existing client households.
  • Build and maintain strong client relationships through proactive communication and exceptional service.
  • Conduct client review meetings and address routine planning and investment-related questions.
  • Identify opportunities to enhance client relationships and improve overall client outcomes.
  • Ensure all client requests and service needs are completed accurately and efficiently.
 
Financial Planning & Investment Support

  • Gather and analyze client financial information.
  • Assist in the preparation and delivery of comprehensive financial plans.
  • Participate in strategy discussions and client recommendation development.
  • Support investment implementation and account management activities.
  • Facilitate account openings, transfers, rollovers, and ongoing account maintenance.
  • Execute trades and account servicing activities consistent with firm policies and licensing requirements.
 
Client Meeting Preparation & Follow-Up

  • Prepare meeting agendas, reports, and planning materials.
  • Attend and participate in client meetings.
  • Document meeting notes and follow-up action items.
  • Coordinate implementation of planning recommendations and ensure timely completion of client commitments.
 
Practice Growth & Business Development

  • Develop and nurture referral opportunities.
  • Participate in business development initiatives and client events.
  • Build and grow a personal book of business over time.
  • Collaborate with the Lead Advisor to identify opportunities for practice expansion and client engagement.
 
Team Collaboration & Operations

  • Partner with the operations team to ensure a seamless client experience.
  • Support compliance requirements and maintain accurate client records.
  • Adhere to all regulatory, ethical, and firm standards.
  • Contribute to a collaborative, team-oriented culture focused on delivering an outstanding client experience.
 
Qualifications

Required

  • 3+ years of experience in wealth management, financial planning, financial advising, or a related field.
  • Active Life, Health, and Variable Insurance licenses.
  • Active Series 7 and Series 66 licenses (or equivalent combination).
  • Strong client relationship and communication skills.
  • Excellent organizational and follow-through abilities.
  • High level of professionalism, integrity, and attention to detail.
  • Ability to work independently while collaborating effectively within a team environment.
Preferred

  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Experience conducting client meetings and managing ongoing client relationships.
  • Growth-oriented mindset with a desire to develop as an advisor and business builder.