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Associate Wealth Manager Jobs in Connecticut (NOW HIRING)

Charles Schwab

CT · On-site

As a Senior Regional Manager you will coach and counsel a team of 10-12 Wealth Advisors and Associate Wealth Advisors in a collaborative environment designed to both grow and support the client base ...

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Associate Wealth Manager information

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$11

$24

$48

How much do associate wealth manager jobs pay per hour?

As of Aug 16, 2026, the average hourly pay for associate wealth manager in Connecticut is $24.18, according to ZipRecruiter salary data. Most workers in this role earn between $16.44 and $28.37 per hour, depending on experience, location, and employer.

What are some common challenges faced by associate wealth managers when building client relationships?

Associate Wealth Managers often face the challenge of establishing trust and credibility with clients early in their careers. Clients may be hesitant to share sensitive financial information or commit to long-term planning until they feel confident in your expertise. Balancing client expectations with realistic financial strategies and staying updated on market changes are also key hurdles. Building strong communication skills, demonstrating reliability, and collaborating with senior advisors can help overcome these challenges and foster lasting client relationships.

What are the key skills and qualifications needed to thrive as an associate wealth manager?

To thrive as an Associate Wealth Manager, you need a solid background in finance, investment principles, and financial planning, typically supported by a relevant degree and often a CFP or similar certification. Familiarity with portfolio management software, CRM systems, and financial analysis tools is essential for daily operations. Strong interpersonal skills, active listening, and attention to detail distinguish top performers in client relationship management. These abilities ensure accurate, compliant financial advice and foster long-term client trust and satisfaction.

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

AspectAssociate Wealth ManagerFinancial Advisor
CertificationsSeries 7, Series 66, CFP (preferred)Series 7, Series 66, CFP (preferred)
Work EnvironmentSupport team, assisting senior managers, client meetingsClient-facing, providing financial planning and investment advice
Employer & Industry UsageWealth management firms, banks, financial institutionsIndependent firms, banks, financial planning companies

Associate Wealth Managers typically support senior staff and handle client accounts under supervision, focusing on administrative and preparatory tasks. Financial Advisors directly engage with clients, offering personalized financial planning and investment advice. While both roles require similar certifications and work in the wealth management industry, their responsibilities and client interaction levels differ significantly.

How much does an associate wealth manager earn?

An associate wealth manager typically earns between $50,000 and $80,000 annually, with higher salaries possible based on experience, certifications, and performance. Entry-level positions may start lower, while experienced associates or those with professional credentials can earn more, often supplemented by bonuses and commissions.

What does an associate wealth manager do?

An associate wealth manager supports senior wealth managers by assisting with client portfolios, conducting research, preparing financial plans, and managing client relationships. They often use financial planning tools and may pursue certifications like the CFP to enhance their skills. Their role involves analyzing financial data and providing recommendations to help clients achieve their financial goals.

What are popular job titles related to Associate Wealth Manager jobs in Connecticut?

For Associate Wealth Manager jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Associate Wealth Manager jobs in Connecticut look for?

The top searched job categories for Associate Wealth Manager jobs in Connecticut are:

What cities in Connecticut are hiring for Associate Wealth Manager jobs?

Cities in Connecticut with the most Associate Wealth Manager job openings:

Associate Wealth Manager jobs near you

Sales Associate - Wealth Management

Pacifica Continental

Stamford, CT • On-site

$15 - $20.25/hr

Full-time

Re-posted 28 days ago

Job description

Sales Associate - Wealth Management
Location: Stamford, CT, United States. (100% On-Site)
About Us:
Pacifica Continental is a global recruitment firm specializing in financial services and investment banking. We are dedicated to matching top talent with leading companies, offering deep expertise and insights across the financial industry. Currently, we are supporting a prestigious global investment banking firm, a leader in providing comprehensive financial solutions, as they expand their Wealth Management division.
Client Overview:
Our client is a renowned global investment banking firm with a rich history of providing strategic insights, expertise, and execution across equities, fixed income, foreign exchange, and asset management services. With a presence across the Americas, Europe, and Asia, the firm serves investors, companies, and governments, offering a wide range of investment banking, sales, trading, and research services. The firm is recognized for its deep sector expertise, commitment to innovation, and emphasis on maintaining strong client relationships.
Position Overview:
As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high-performing, dynamic team, where you'll contribute to the growth of our wealth management business and develop your career in the financial services industry.
Key Responsibilities:
  • Assist in facilitating trades and ensuring seamless execution
  • Respond to client inquiries and provide market insights
  • Build and maintain strong relationships with clients, identifying opportunities for service and growth
  • Conduct client outreach and support business development
  • Prepare client presentations and materials
  • Support day-to-day operations, client service, and Account Executive activities
  • Perform general administrative tasks, including managing correspondence, filing, and processing forms
  • Continuously learn about financial products to better assist the team and clients

Required Qualifications:
  • 2-5 years of industry experience
  • Securities Industry Essentials (SIE) Exam
  • Series 7, 63, and 65 or 66 licenses
  • Strong client relationship and communication skills
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research

Desired Qualifications:
  • Experience with financial platforms such as Fidessa, Pershing, and Addepar
  • Bilingual in Portuguese is a plus

Join us and be part of a team that values innovation, creativity, and diverse perspectives to shape the future of wealth management.

Apply