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Entry Level Financial Advisor Jobs in Madison, CT

Raising Cane's

Restaurant Crewmember

Milford, 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

Raising Cane's

Restaurant Crewmember

Milford, 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

Raising Cane's

Restaurant Crewmember

Milford, 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

Raising Cane's

Customer Service Associate

Rocky Hill, 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

Raising Cane's

Cashier

Milford, CT · On-site

$17/hr

Even if you don't have previous Restaurant Cashier experience, this position is entry-level (yes ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

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Entry Level Financial Advisor information

See Madison, CT salary details

$33.7K

$95.5K

$134.7K

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

As of Aug 28, 2026, the average yearly pay for entry level financial advisor in Madison, CT is $95,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,100.00 and $122,500.00 per year, depending on experience, location, and employer.

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.

Can you become an entry level financial advisor with no experience?

Entry level financial advisor roles typically require some knowledge of finance and strong communication skills, but many employers are willing to train candidates with no prior experience. Obtaining relevant certifications, such as the Series 7 or Series 66, can improve job prospects. Entry-level positions often focus on learning the industry, client interaction, and developing financial planning skills.

How do I get started as an entry level financial advisor?

To start as an entry level financial advisor, obtain a bachelor's degree in finance, economics, or a related field, and gain knowledge of financial planning and investment strategies. Completing licensing exams such as the Series 7 and Series 66 is typically required, along with developing strong communication and analytical skills. Entry-level roles often involve supporting senior advisors and gaining experience in client service and financial analysis.

What do entry level financial advisors do?

Entry level financial advisors assist clients with financial planning, investment strategies, and retirement planning. They gather client information, analyze financial data, and recommend suitable financial products, often working under the supervision of more experienced advisors and obtaining relevant certifications like the Series 7 or Series 63 license.

What are the most commonly searched types of Financial Advisor jobs in Madison, CT?

The most popular types of Financial Advisor jobs in Madison, CT are:

What are popular job titles related to Entry Level Financial Advisor jobs in Madison, CT?

For Entry Level Financial Advisor jobs in Madison, CT, the most frequently searched job titles are:

What cities near Madison, CT are hiring for Entry Level Financial Advisor jobs?

Cities near Madison, CT 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 Madison, CT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $95,527 per year, or $45.9 per hour.

Entry-Level Investment & Protection Advisor (Remote)

Traction Forge Financial

New Haven, CT • On-site, Remote

Part-time

Re-posted 7 days ago

Job description

At Traction Forge Financial, powered by the strength of GFI (Global Financial Impact), our mission is to help individuals and families build a stronger financial future through education, personalized guidance, and strategic financial solutions. We are committed to making financial education accessible to people from all walks of life while empowering clients to make informed and confident financial decisions.

Through partnerships with leading Fortune 500 companies and nationally recognized financial institutions, we provide complimentary financial consultations designed to help clients identify opportunities, develop financial strategies, and work toward both short-term and long-term goals.

We are currently seeking motivated, growth-minded individuals to join our expanding team as Entry-Level Financial Professionals. This opportunity is ideal for candidates who are coachable, people-oriented, and passionate about helping others succeed financially while building a rewarding career of their own.

No prior experience in financial services is required. Through our comprehensive training and mentorship program, you will develop the skills and confidence needed to work with individuals, families, and business owners in areas such as:

Retirement Planning
Wealth Accumulation Strategies
College Planning
Investments
Insurance and Protection Solutions
Financial Goal Setting and Planning

You will learn how to conduct professional financial consultations, build personalized financial game plans, and educate clients on strategies designed to help them move closer to their financial goals.

Whether you are looking to transition into a new full-time career, earn supplemental part-time income, or develop valuable leadership and business skills, Traction Forge Financial offers flexible scheduling, ongoing mentorship, and opportunities for long-term growth and advancement.

If you are driven, service-focused, and excited about building meaningful relationships while making a positive impact in the lives of others, we invite you to explore a future with Traction Forge Financial.


Qualifications

Minimum 18 years of age

Legal U.S. Resident, Citizen, or Work Permit with SSN

Soft background check required

Able to complete licensing requirements within 14 days

Employment Type: PART_TIME

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