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Entry Level Financial Advisor Jobs in Connecticut

Interactive Brokers

Clearing Associate

Greenwich, CT · On-site

We serve individual investors and institutions, including financial advisors, hedge funds and ... Interactive Brokers ("IBKR") is seeking an entry-level Clearing Associate to join our Clearing ...

EXL

Inbound Call Center Reps - Entry level

Hartford, CT · On-site

$19 - $24/hr

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to addres s client needs, resolve issues, and coordinate service delivery.

Raising Cane's

Cook - Late Night Shift

Manchester, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Part Time

Simsbury, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Part Time

Simsbury, CT

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Manchester, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Part Time

Simsbury, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Manchester, CT · On-site

$17/hr

Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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All JobsFinancial Advisor JobsEntry Level Financial Advisor JobsEntry Level Financial Advisor Jobs in Connecticut

Entry Level Financial Advisor information

See Connecticut salary details

$34.2K

$97.2K

$137K

How much do entry level financial advisor jobs pay per year?

As of Aug 8, 2026, the average yearly pay for entry level financial advisor in Connecticut is $97,159.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,600.00 per year, depending on experience, location, and employer.

What does a first year entry level financial advisor make?

A first-year entry-level financial advisor typically earns between $40,000 and $60,000 annually, including base salary and commissions or bonuses. Compensation can vary based on location, firm size, and individual performance, with many advisors also working towards relevant certifications like the Series 7 or 66. Entry-level roles often involve client meetings, financial planning, and using financial software tools.

How to become an entry-level financial advisor?

To become an entry-level financial advisor, candidates typically need a bachelor's degree in finance, economics, or a related field. Obtaining relevant licenses such as the Series 7 and Series 63, which are administered by FINRA, is also required, along with developing strong interpersonal and analytical skills. Gaining experience through internships or entry-level positions can improve job prospects in this field.

What are the key skills and qualifications needed to thrive as an entry level financial advisor?

To thrive as an Entry Level Financial Advisor, you need foundational knowledge in finance, economics, and investment strategies, usually supported by a bachelor’s degree in a related field. Familiarity with financial planning software, CRM systems, and obtaining certifications like Series 7 or 66 are often required. Strong interpersonal skills, active listening, and the ability to build trust with clients are essential soft skills. These competencies enable advisors to provide sound financial guidance, develop client relationships, and grow their practice effectively.

What are some common challenges faced by entry level financial advisors and how can they overcome them?

Entry level financial advisors often face challenges such as building a client base, gaining trust from clients, and staying updated with changing financial regulations. To overcome these, new advisors should focus on networking, seeking mentorship from experienced colleagues, and consistently educating themselves through industry certifications and training. Additionally, developing strong communication skills and being proactive about client outreach can help accelerate professional growth and establish credibility within the firm.

What is the difference between Entry Level Financial Advisor vs Financial Planner?

AspectEntry Level Financial AdvisorFinancial Planner
CertificationsTypically requires Series 7, Series 66, or 63; CFP certification may be preferredOften holds CFP, CFA, or ChFC certifications
Work EnvironmentFinancial firms, banks, or advisory firms; client-facing rolesIndependent or firm-based; comprehensive financial planning
Job FocusAssisting clients with investments, basic financial adviceHolistic financial planning, estate, retirement, and tax strategies

While Entry Level Financial Advisors focus on basic investment advice and client onboarding, Financial Planners provide comprehensive financial strategies. Both roles often require similar certifications initially, but Financial Planners typically have more advanced credentials and a broader scope of services.

What are the most commonly searched types of Financial Advisor jobs in Connecticut? The most popular types of Financial Advisor jobs in Connecticut are:
What are popular job titles related to Entry Level Financial Advisor jobs in Connecticut? For Entry Level Financial Advisor jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Entry Level Financial Advisor jobs in Connecticut look for? The top searched job categories for Entry Level Financial Advisor jobs in Connecticut are:
What cities in Connecticut are hiring for Entry Level Financial Advisor jobs? Cities in Connecticut with the most Entry Level Financial Advisor job openings:
Entry Level Financial Advisor jobs near you
Infographic showing various Entry Level Financial Advisor job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, 3% Temporary, and 3% Contract. Highlights an 89% Physical, 2% Hybrid, and 9% Remote job distribution, with an average salary of $97,159 per year, or $46.7 per hour.

Associate Financial Advisor

Strategies for Wealth

Fairfield, CT

$100K/yr

Full-time

Posted 3 days ago

New

Job description

Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their monetary goals. Successful financial planning is rooted in excellent communication, superb math and analytical skills, and smart decision-making. If this sounds like you, apply today!

Compensation:

$90,000 - $100,000


Responsibilities:
  • Serve as a collaborative team player willing to further development through continued training opportunities
  • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Work directly with clients to compile financial profiles that allow you to provide sound financial advice based on each person’s individual financial status, income, financial goals, and other factors contributing to wealth management
  • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
  • Training and Development: Participate in ongoing training programs to enhance your financial knowledge and skills, ensuring you can develop comprehensive financial plans tailored to meet the unique needs of each client
  • Expand Client Base: Actively grow your career by networking within your community and introducing potential clients to the wide range of financial services we offer.
  • Client Relationship Management: Build and maintain strong, long-lasting relationships with clients, helping them achieve their financial goals through personalized advice and guidance.
  • Coachable and Open to Feedback: Stay receptive to feedback and coaching from senior advisors, continually refining your approach and strategies to improve performance.
  • Obtain FINRA License: Work toward obtaining your FINRA license as part of your professional growth and development within the financial services industry.
  • Financial Planning and Strategy: Assist clients in setting and achieving their financial objectives by creating and executing well-thought-out financial plans that align with their needs and aspirations.
  • Achieve Sales and Performance Goals: Meet and exceed performance targets by consistently growing a client base and offering valuable financial solutions.

Qualifications:
  • Though not required, a valid FINRA Series 7 & 63/66 license is considered a plus
  • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients
  • Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred
  • A required Bachelor’s degree in business administration, finance, or similarly related field
  • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary

  • Strong Communication Skills: Ability to clearly communicate financial concepts and advice to clients, building trust and rapport.

  • Eagerness to Learn: A willingness to continually develop financial knowledge and skills through training and mentorship.

  • Problem-Solving Ability: Strong analytical thinking to assess client needs and recommend suitable financial solutions.

  • Client-Focused: Demonstrated ability to understand client goals and provide personalized financial advice to help them achieve those objectives.

  • Education: A bachelor's degree in finance, business, economics, or a related field is preferred.

  • Prior Sales Experience (Preferred): While not required, prior experience in sales, customer service, or a similar role is a plus.


About Company

Strategies for Wealth is a full-service financial planning firm with offices in Manhattan, Rye Brook, and throughout New England. With 90 years of experience, we help clients build wealth and protect against factors like taxes and inflation. As we expand, we’re seeking a motivated entry-level financial advisor to join our team. We prioritize a collaborative work culture and offer extensive training and mentorship to help new advisors succeed in the financial services industry.