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Associate Financial Advisor Jobs in Groton, CT (NOW HIRING)

KeyBank

Financial Wellness Associate

Coventry, CT · On-site

... advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their ... Accepts and accurately processes all financial service transactions, while identifying ...

Keybank

Financial Wellness Associate

Coventry, CT · On-site

$19.23 - $28.37/hr

... advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their ... Accepts and accurately processes all financial service transactions, while identifying ...

washingtontrust

Wealth Advisor

Providence, RI

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Associates to ensure client service standards are met * Guide clients through complex financial ...

washingtontrust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Associates to ensure client service standards are met * Guide clients through complex financial ...

Washington Trust

Wealth Advisor

Westerly, RI · On-site

$125K - $175K/yr

  • Medical

  • Retirement

  • PTO

Wealth Advisor Washington Trust Wealth Management is seeking a client-focused and relationship ... Associates to ensure client service standards are met * Guide clients through complex financial ...

Caleres

Stock Associate - Sam Edelman

Southampton, NY · On-site

$16.50 - $19/hr

  • Medical

  • Retirement

  • PTO

Advise Store Manager on inventory discrepancies. * Cultivate a Culture of Professionalism and ... financial resources and more, via online & phone. * Benefit Offerings: We offer PTO, Medical ...

caleres

Stock Associate - Sam Edelman

Southampton, NY

$16.50 - $21/hr

  • Medical

  • Retirement

  • PTO

Proactively advise the Store Manager and complete related reworks and transfers. * Ace Accurate ... financial resources and more, via online & phone. * Benefit Offerings: We offer PTO, Medical ...

Harris

Associate, Corporate Development

Carolina, RI · On-site +1

$70K - $90K/yr

  • Medical

  • Dental

  • Vision

Build trust with CEOs, entrepreneurs, advisors and intermediaries; act as the longterm account ... Evaluate opportunities against strategic and financial criteria, including company lifecycle stage ...

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Showing results 1-20

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

Associate Financial Advisor information

See Groton, CT salary details

$38.3K

$66.8K

$111.9K

How much do associate financial advisor jobs pay per year?

As of Aug 12, 2026, the average yearly pay for associate financial advisor in Groton, CT is $66,779.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $82,000.00 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 job categories do people searching Associate Financial Advisor jobs in Groton, CT look for? The top searched job categories for Associate Financial Advisor jobs in Groton, CT are:
What cities near Groton, CT are hiring for Associate Financial Advisor jobs? Cities near Groton, CT with the most Associate Financial Advisor job openings:
Associate Financial Advisor jobs near you
Infographic showing various Associate Financial Advisor job openings in Groton, CT as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 18% Part Time, and 2% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $66,779 per year, or $32.1 per hour.

Financial Wellness Associate

KeyBank

Coventry, CT • On-site

Full-time

Posted 27 days ago

KeyBank rating

8.2

Company rating: 8.2 out of 10

Based on 99 frontline employees who took The Breakroom Quiz

51st of 171 rated banks

Job description

Location:
3534 Main Street - Coventry, Connecticut 06238
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography-clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
  • Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
  • Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
  • Acts as a resource to identify and resolve more complex client servicing issues.
  • Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
  • Consistently attains individual activity, behavior, and outcome goals and expectations.
  • Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
  • Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
  • Develops strong partnerships with branch teammates and line of business partners - focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
  • Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
  • Work on Saturdays as directed by management.
  • Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
  • Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key's clients and Key.

Education
  • High School Diploma GED, or equivalent business experience (required)

Work Experience
  • Experienced in developing current and new client relationships, achieving sales goals, and building referral sources- through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
  • Experienced in cash handling. (required)
  • General understanding of PC with Windows based applications and calculator. (required)
  • Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)

Licenses and Certifications
  • Notary License within 180 Days (preferred)

Skills
  • Knowledgeable about the client's accounts and business with the bank and uses sound judgment with clients and transactions.
  • Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
  • Strong work ethic and high level of integrity.
  • Excellent time management skills.
  • Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
  • Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
  • Educating clients on financial concepts, products, and services to empower them to make informed decisions.
  • Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
  • Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
  • Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
  • Ability to gain market insight and spot trends to provide sound financial strategies.

Core Competencies
  • All KeyBank employees are expected to demonstrate Key's Values and abide by Key's Code of Conduct.

Physical Demands
  • Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs.

Driving Requirements
  • May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.

Work Location Category
  • Office-Based

COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 10/03/2026KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.

What KeyBank employees say

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Benefits

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About KeyBank

Sourced by ZipRecruiter

Key is one of the nation's largest bank-based financial services companies. Key provides deposit, lending, cash management, insurance, and investment services to individuals and businesses in 15 states under the name KeyBank National Association through a network of more than 1,200 branches and more than 1,500 ATMs. Key also provides a broad range of sophisticated corporate and investment banking products, such as merger and acquisition advice, public and private debt and equity, syndications, and derivatives to middle market companies in selected industries throughout the United States under the KeyBanc Capital Markets trade name.

Industry

Banking and credit intermediation

Company size

10,000+ Employees

Headquarters location

Cleveland, OH, US

Year founded

1849

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