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Entry Level Financial Sales Jobs in Connecticut (NOW HIRING)

PLATINUM POINT EXECUTIVES INC

Be Seen First

Entry Level GoNetSpeed Outside Sales Representative

Hartford, CT · On-site

$650K - $760K/yr

We are looking for a goal-oriented Entry Level GoNetspeed Outside Sales Representative to represent ... A competitive mindset with a desire to achieve high financial targets. Requirements: High school ...

PLATINUM POINT EXECUTIVES INC

Be Seen First

Entry Level GoNetSpeed Outside Sales Representative

Hartford, CT · On-site

$650K - $760K/yr

We are looking for a goal-oriented Entry Level GoNetspeed Outside Sales Representative to represent ... A competitive mindset with a desire to achieve high financial targets. Requirements: High school ...

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

Entry Level Financial Sales information

What is an entry level financial sales job?

Entry level financial sales jobs are positions for individuals starting their careers in selling financial products and services, such as insurance, investments, or banking solutions. These roles typically involve prospecting new clients, building relationships, and educating customers about financial options. Entry level representatives often receive training and work under supervision to learn about the products they sell and industry regulations. Success in this field requires strong communication skills, a willingness to learn, and the ability to meet sales targets. Many positions offer a base salary plus commission and opportunities for advancement based on performance.

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

To succeed in Entry Level Financial Sales, you need a basic understanding of financial products, strong numeracy skills, and at least a bachelor’s degree in finance, business, or a related field. Familiarity with customer relationship management (CRM) software, sales platforms, and relevant certifications such as FINRA Series 6 or 7 can be advantageous. Outstanding interpersonal skills, resilience, and persuasive communication help you build client trust and drive sales performance. These competencies are essential for building a client base, meeting sales targets, and maintaining compliance within the financial industry.

What are some common challenges faced by entry level financial sales professionals and how can they be overcome?

Entry level financial sales professionals often face challenges such as building a client base from scratch, handling frequent rejection, and mastering complex financial products. Success in this role typically relies on persistence, effective networking, and continuous learning. New hires can overcome these hurdles by seeking mentorship from experienced colleagues, leveraging company-provided training, and setting realistic short-term goals. Additionally, collaborating with team members and participating in regular sales meetings can provide valuable support and insights.

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

AspectEntry Level Financial SalesEntry Level Financial Advisor
Required CredentialsTypically no formal certifications; may pursue licenses like Series 6 or 7Often requires FINRA licenses (Series 7, 66) and relevant degrees
Work EnvironmentSales-focused, commission-based, often in banks or financial firmsClient-focused, advisory role, working in banks, firms, or independent practices
Employer & Industry UsageUsed by financial institutions for sales rolesUsed by financial planning firms, banks, and independent advisors
Common Search & Comparison IntentYesYes

Entry Level Financial Sales roles focus on selling financial products and may require sales licenses, with a sales-driven environment. Entry Level Financial Advisors provide personalized financial advice, often requiring specific licenses and certifications, and focus on client relationships. While both roles operate within the financial industry, their responsibilities and credentials differ significantly.

How do you get into entry level financial sales?

To enter an entry-level financial sales role, candidates typically need a high school diploma or equivalent, strong communication skills, and basic knowledge of financial products. Gaining relevant experience through internships or sales training programs can improve prospects, and some roles may require or prefer a relevant certification such as the Series 6 or 7 license. Success in this field often depends on building relationships, understanding client needs, and demonstrating sales ability.

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

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

What are popular job titles related to Entry Level Financial Sales jobs in Connecticut?

For Entry Level Financial Sales jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Entry Level Financial Sales jobs in Connecticut look for?

The top searched job categories for Entry Level Financial Sales jobs in Connecticut are:

Entry Level Financial Sales jobs near you
Infographic showing various Entry Level Financial Sales job openings in Connecticut as of August 2026, with employment types broken down into 78% Full Time, 17% Part Time, 2% Temporary, and 3% Contract. Highlights an 78% Physical, 1% Hybrid, and 21% Remote job distribution.

Associate Financial Advisor

Fairfield, CT • On-site

Strategies for Wealth
See more jobs at Strategies for Wealthexternal

$90K - $100K/yr

Full-time

Posted 27 days ago

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.