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Associate Financial Services Jobs in Connecticut

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Service an Established Client Base. Build Your Own Future. Centurion Wealth Management is a growing ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Service an Established Client Base. Build Your Own Future. Centurion Wealth Management is a growing ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...

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 ... Experience within financial services, private equity-backed, or multi-entity environments is ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

... 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 ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

... 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 ...

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All JobsAssociate Financial Services JobsAssociate Financial Services Jobs in Connecticut

Associate Financial Services information

See Connecticut salary details

$13

$30

$64

How much do associate financial services jobs pay per hour?

As of Aug 24, 2026, the average hourly pay for associate financial services in Connecticut is $30.41, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

What is an associate financial services?

Associate Financial Services typically refers to entry-level or early-career professionals who support financial advisors, analysts, or managers in banks, investment firms, or other financial institutions. Their responsibilities may include client communications, preparing financial reports, conducting market research, and assisting with account management. Associates often gain foundational experience in financial products and services, compliance, and customer service. This role serves as a stepping stone to more advanced positions in finance, such as financial analyst or advisor.

What are the key skills and qualifications needed to thrive as an associate financial services?

To thrive as an Associate in Financial Services, you need strong analytical abilities, financial acumen, and a relevant degree such as finance, business, or economics. Familiarity with financial modeling tools, CRM systems, and proficiency in Excel are typically required, with certifications like the CFA or Series 7 often preferred. Excellent communication, attention to detail, and client relationship management skills set top performers apart. These skills are crucial for delivering accurate financial analysis, building trust with clients, and supporting the firm's strategic objectives.

What are some typical challenges faced by associate financial services professionals when managing client portfolios?

Associate Financial Services professionals often encounter challenges such as balancing multiple client needs, staying updated on market trends, and managing tight deadlines for reporting and compliance. They must also ensure clear communication with clients to explain complex financial concepts and recommendations. Collaboration with senior advisors and other departments is essential for delivering comprehensive solutions, and strong organizational skills help in managing diverse portfolios efficiently.

What is the difference between Associate Financial Services vs Financial Analyst?

AspectAssociate Financial ServicesFinancial Analyst
Required CredentialsBachelor's degree, possibly certifications like CFA or CFPBachelor's degree, often CFA or related certifications
Work EnvironmentFinancial institutions, banks, investment firmsCorporations, investment firms, banks
Employer & Industry UsageEntry-level role in finance sectorAnalyzing financial data, investment decisions

The main difference is that Associate Financial Services typically refers to entry-level roles supporting financial operations, while Financial Analysts focus on analyzing financial data to guide investment and business decisions. Both roles often require similar credentials and are found in similar environments, but their core responsibilities differ.

What are the most commonly searched types of Financial Services jobs in Connecticut?

The most popular types of Financial Services jobs in Connecticut are:

What cities in Connecticut are hiring for Associate Financial Services jobs?

Cities in Connecticut with the most Associate Financial Services job openings:

Associate Financial Services jobs near you
Infographic showing various Associate Financial Services job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 15% Part Time, 2% Temporary, and 5% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution, with an average salary of $63,243 per year, or $30.4 per hour.

Associate Financial Advisor - Bergenn Financial Group

Kestra Financial Independent Advisor

Hartford, CT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 3 days ago

Job description

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.
Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.
Essential Duties and Responsibilities
  • Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data and plans in financial planning software (eMoney Advisor)
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities
  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Proficiency in eMoney Advisor financial planning software is strongly preferred
  • Excellent communication skills, both verbal and written
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others

Requirements
Experience
  • The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
  • The ideal candidate must have a minimum of $10mm in assets under management

Certificates, Licenses, Registration
  • Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
  • Life & Health licenses preferred but not required.

Benefits
Paid time off
Retirement Plan with Matching Contribution
Group life and disability are available

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