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Associate Financial Planner Jobs in Fairfield, CT

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

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 ...

NorthMark Strategies

Senior Associate, FP&A

Stamford, CT · On-site

$91K - $113K/yr

The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate ...

NorthMark Strategies

Senior Associate, FP&A

Stamford, CT · On-site

$91K - $113K/yr

The Senior Associate will prepare and develop core FP&A deliverables, partner with internal functional teams, and contribute to process improvement and technology initiatives. The ideal candidate ...

Hoxton Circle

Senior Associate, FP&A

Stamford, CT · Hybrid

$160K - $180K/yr

Senior Associate, FP&A We're partnering with an established investment firm that builds and grows businesses across a diverse set of industries, combining capital, operational expertise, and ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

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 ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

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 ...

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

Associate Financial Planner information

See Fairfield, CT salary details

$45.3K

$83.6K

$112.1K

How much do associate financial planner jobs pay per year?

As of Aug 21, 2026, the average yearly pay for associate financial planner in Fairfield, CT is $83,591.00, according to ZipRecruiter salary data. Most workers in this role earn between $74,700.00 and $99,600.00 per year, depending on experience, location, and employer.

What is an associate financial planner?

The job duties of an associate financial planner revolve around working to assist and support a more senior financial planner as they offer advice to clients. Your responsibilities in this career may include providing analysis about financial options, using data to make projections, helping the advisor or planner prepare for clients, meeting with clients to get their initial information, and assisting with recommendations. You may need to deal with subjects such as investment portfolio management or retirement planning. You may also perform office administration tasks such as filing paperwork and scheduling appointments.

What does an associate financial planner do?

An Associate Financial Planner supports senior financial planners in creating and implementing financial plans for clients. Their duties typically include gathering and analyzing client financial data, preparing reports, assisting with investment recommendations, and maintaining client records. They also help answer client questions and ensure that all compliance and regulatory requirements are met. This entry-level role is ideal for those starting a career in financial planning and often serves as a stepping stone to becoming a lead financial advisor.

How does an associate financial planner typically collaborate with senior advisors and clients?

Associate Financial Planners often work closely with senior advisors by supporting the development of financial plans, conducting research, and preparing client reports. They may participate in client meetings, take notes, and help implement recommendations under the supervision of a lead planner. This collaboration allows associates to gain valuable mentorship, deepen their understanding of client needs, and build strong communication skills essential for career advancement in financial planning.

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

To thrive as an Associate Financial Planner, you need a solid grounding in finance, investment principles, and financial planning concepts, typically supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (such as eMoney or MoneyGuidePro), CRM systems, and progress toward certifications like CFP® is highly valued. Strong interpersonal skills, attention to detail, and effective communication set outstanding candidates apart. These skills ensure accurate advice, client trust, and successful collaboration within a financial planning team.

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

AspectAssociate Financial PlannerFinancial Advisor
CertificationsCFP® coursework, licensingCFP®, Series 7, 66/65
Work EnvironmentSupport role, entry-level, team-basedClient-facing, independent or firm-based
Employer & Industry UsageFinancial planning firms, banks, wealth managementIndependent practices, firms, banks

The Associate Financial Planner typically supports senior planners, focusing on research and client prep, often with CFP® coursework. Financial Advisors directly manage client portfolios, provide financial advice, and hold relevant certifications like CFP® and securities licenses. While both roles work within the financial planning industry, the Associate Financial Planner is an entry-level support position, whereas the Financial Advisor is a client-facing role with greater responsibility.

More about Associate Financial Planner jobs

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

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

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

Associate Financial Planner jobs near you
Infographic showing various Associate Financial Planner job openings in Fairfield, CT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $83,591 per year, or $40.2 per hour.

Financial Advisor

CENTURION HOLDINGS LLC

Cheshire, CT • On-site

$60K - $75K/yr

Full-time

Posted 7 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.