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Entry Level Financial Services Jobs in Connecticut

Varsity Tutors

SIE Tutor

Stamford, CT · Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

Varsity Tutors

SIE Tutor

Norwalk, CT · Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

Varsity Tutors

SIE Tutor

Bridgeport, CT · Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

Varsity Tutors

SIE Tutor

New Haven, CT · Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

Varsity Tutors

SIE Tutor

Hartford, CT · Remote

$18 - $40/hr

Adapts instruction using practice examinations, securities comparison charts, and scenario-based questions to support entry-level financial services professionals preparing for the SIE as a ...

Fastenal

Entry-Level Machinist

Wallingford, CT · On-site

$16.25 - $19.75/hr

... 000 servicing locations, each providing tailored local inventory and personal service for our ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal

Entry-Level Machinist

Wallingford, CT · On-site

$16.25 - $19.75/hr

... 000 servicing locations, each providing tailored local inventory and personal service for our ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Entry-Level Machinist

Wallingford, CT · On-site

$16.25 - $19.75/hr

... 000 servicing locations, each providing tailored local inventory and personal service for our ... As a growth company with a solid financial position, we are committed to training, promoting from ...

Fastenal Company

Entry-Level Machinist

Wallingford, CT

$16.25 - $19.75/hr

... 000 servicing locations, each providing tailored local inventory and personal service for our ... As a growth company with a solid financial position, we are committed to training, promoting from ...

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

Entry Level Financial Services information

What is an entry level financial services job?

Entry level financial services jobs are positions within banks, investment firms, insurance companies, and other financial institutions that are designed for individuals who are new to the industry or have limited professional experience. These roles often include positions like bank teller, financial advisor trainee, customer service representative, or junior analyst. They provide foundational training, exposure to industry regulations, and opportunities to learn about financial products and client services. Entry level jobs are a great way for recent graduates or career changers to gain experience and start building a career in finance.

What types of projects and responsibilities can I expect in an entry level financial services position?

In an entry-level financial services role, you can expect to handle a variety of foundational tasks such as assisting with client onboarding, preparing financial reports, updating databases, and supporting senior advisors with research and administrative duties. You'll likely interact with both internal teams and clients, learning about investment products, compliance protocols, and industry regulations. These responsibilities provide a strong introduction to the financial sector and offer valuable opportunities to develop analytical, communication, and organizational skills essential for career advancement.

What are the key skills and qualifications needed to thrive as an entry level financial services professional, and why are they important?

To thrive in Entry Level Financial Services, strong analytical skills, attention to detail, and a bachelor's degree in finance, economics, or a related field are essential. Familiarity with financial software like Excel, CRM systems, and sometimes certifications such as FINRA Series 7 or 63 can be advantageous. Excellent communication, customer service orientation, and integrity help professionals build trust and effectively support client needs. These skills are critical for ensuring accuracy, compliance, and positive client relationships in the highly regulated financial industry.

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

AspectEntry Level Financial ServicesEntry Level Financial Analyst
Required CredentialsHigh school diploma or equivalent; some roles may prefer finance-related certificationsBachelor's degree in finance, accounting, or related field; certifications like CFA are optional but beneficial
Work EnvironmentBank branches, insurance companies, financial firms; client-facing and administrative rolesCorporate offices, investment firms; data analysis and reporting focus
Employer & Industry UsageFinancial institutions, insurance companies, banksInvestment firms, corporate finance departments, consulting firms

Entry Level Financial Services roles typically require basic financial knowledge and focus on customer service or administrative tasks within financial institutions. Entry Level Financial Analysts usually need a degree in finance or related fields and perform data analysis, financial modeling, and reporting. While both roles serve the financial industry, they differ in responsibilities, required credentials, and work environment.

How do I start a career in entry level financial services with no experience?

To start an entry-level financial services career with no experience, focus on gaining relevant skills such as basic accounting, customer service, or financial literacy through online courses or certifications like the FINRA Securities Industry Essentials (SIE) exam. Entry-level roles often require strong communication, attention to detail, and a willingness to learn, and they may provide on-the-job training for new employees.

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

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

What cities in Connecticut are hiring for Entry Level Financial Services jobs?

Cities in Connecticut with the most Entry Level Financial Services job openings:

Entry Level Financial Services jobs near you
Infographic showing various Entry Level Financial Services job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 15% Part Time, 2% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution.

Entry-Level Financial Investment Planner (Remote)

Traction Forge Financial

Stamford, CT • On-site, Remote

$81K - $108K/yr

Part-time

Re-posted 9 days ago

Job description

At Traction Forge Financial, leveraging the strength of Global Financial Impact (GFI), 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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