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Entry Level Financial Analyst Jobs in Brookfield, CT

SIE Tutor

Bridgeport, CT · Remote

$40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

SIE Tutor

Norwalk, CT · Remote

$40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

SIE Tutor

New Haven, CT · Remote

$40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

RBC has a unique opportunity for an entry level Accountant to join our organization. This position ... Support the creation of adhoc financial analyses for leadership * Compile and provide support for ...

Analytical mindset with the ability to assess complex financial information. Sales-oriented mindset ... Job Details Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales ...

Analytical mindset with the ability to assess complex financial information. Sales-oriented mindset ... Seniority level Seniority level Entry level Employment type Employment type Full-time Job function ...

We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our ... Passion for financial markets * Strong analytical skills * Team-oriented mentality * A focused ...

Analytical mindset with the ability to assess complex financial information. Sales-oriented mindset ... Seniority level Seniority level Entry level Employment type Employment type Full-time Job function ...

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Entry Level Financial Analyst information

See Brookfield, CT salary details

$13

$28

$55

How much do entry level financial analyst jobs pay per hour?

As of May 28, 2026, the average hourly pay for entry level financial analyst in Brookfield, CT is $28.17, according to ZipRecruiter salary data. Most workers in this role earn between $19.52 and $30.48 per hour, depending on experience, location, and employer.

What Is the Job of an Entry Level Financial Analyst?

Entry-level financial analysts compile budget and income statement forecasts into reports. In this role, you analyze the information for a business and provide advice on how to improve the financial health of the company. As part of your duties, you may look at investments and stocks and provide information on their performance and how the company could better use their assets. You might also provide information on how to reduce operating costs. The entry-level financial analyst presents these findings to company decision-makers, who may not understand the nuances of accounting. Because of this, you may be required to explain your findings at a basic level.

What are the key skills and qualifications needed to thrive as an Entry Level Financial Analyst, and why are they important?

To thrive as an Entry Level Financial Analyst, you generally need a bachelor's degree in finance, accounting, or a related field, along with strong analytical and quantitative skills. Familiarity with Excel, financial modeling software, and sometimes experience with databases or ERP systems are typically required, and pursuing certifications like CFA Level I can be advantageous. Attention to detail, effective communication, and organizational abilities are standout soft skills in this role. These competencies are crucial for delivering accurate financial insights, supporting business decision-making, and ensuring reliable reporting within a fast-paced environment.

What are some common challenges faced by entry-level financial analysts during their first year, and how can they overcome them?

Entry-level financial analysts often encounter challenges such as managing large volumes of data, meeting tight deadlines for reports, and quickly learning company-specific financial systems. To overcome these hurdles, it's helpful to actively seek mentorship from senior analysts, participate in training sessions to sharpen technical skills, and stay organized with task lists and calendar reminders. Building strong relationships with colleagues in finance and related departments can also provide valuable support and insight, making the transition smoother and more productive.

What does an Entry Level Financial Analyst do?

An Entry Level Financial Analyst is responsible for gathering, analyzing, and interpreting financial data to help their organization make informed business decisions. They typically prepare reports, assist with budgeting and forecasting, and evaluate financial performance under the supervision of senior analysts or managers. This role often involves using spreadsheets, financial modeling, and various analytical tools to assess trends and identify opportunities or risks. Entry level analysts may also support the preparation of presentations and participate in meetings with other departments or clients. It's a foundational role that provides exposure to different aspects of finance and helps build essential analytical skills.

Is 35 too late to get into finance?

Entry level financial analyst roles are accessible to individuals of various ages, including those starting later in their careers. Success often depends on relevant skills, such as financial modeling and Excel proficiency, as well as obtaining certifications like the CFA or CPA if needed. Age is generally not a barrier if you demonstrate the necessary knowledge and motivation.

What is the difference between Entry Level Financial Analyst vs Financial Associate?

AspectEntry Level Financial AnalystFinancial Associate
Required CredentialsBachelor's in Finance, Economics, or related field; often some internship experienceBachelor's degree in Finance, Accounting, or related field; may require some certification
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and reporting tasksFinancial services firms, banks, or accounting firms; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

The main difference between an Entry Level Financial Analyst and a Financial Associate lies in their focus and responsibilities. Financial Analysts primarily analyze data, prepare reports, and support investment decisions, while Financial Associates often handle client interactions, support financial transactions, and assist with account management. Both roles require similar educational backgrounds, but their day-to-day tasks and career paths differ slightly, with Analysts more focused on analysis and Associates on client support.

What are the most commonly searched types of Financial Analyst jobs in Brookfield, CT? The most popular types of Financial Analyst jobs in Brookfield, CT are:
What are popular job titles related to Entry Level Financial Analyst jobs in Brookfield, CT? For Entry Level Financial Analyst jobs in Brookfield, CT, the most frequently searched job titles are:
What cities near Brookfield, CT are hiring for Entry Level Financial Analyst jobs? Cities near Brookfield, CT with the most Entry Level Financial Analyst job openings:
Associate Financial Planner

Associate Financial Planner

Strategies for Wealth

Fairfield, CT

$90K - $100K/yr

Full-time

Posted 29 days ago


Job description

Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today!Compensation:

$90,000 - $100,000


Responsibilities:
  • Provide strategic recommendations for products, plans, investments, and other methods to help clients achieve financial goals
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Consider clients’ life stage, professional circumstances, and changing financial needs when developing tailored financial plans to suit their needs
  • Look for, identify, and secure new clients to serve as a trusted advisor for crucial financial decisions
  • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management
  • 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:
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • Working knowledge of financial products, the financial industry, personal financial advisor or responsibilities, or financial planner roles is essential
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • 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.