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Entry Level Wealth Management Jobs in Madison, CT

Bankers Life

Wealth Management Trainee

Milford, CT · On-site

... wealth management. * Income support to get you started on top of your commissions and bonuses ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

New

Bankers Life

Wealth Management Trainee

Old Lyme, CT · On-site

... wealth management. * Income support to get you started on top of your commissions and bonuses ... This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA ...

Posted today

All JobsWealth Management JobsEntry Level Wealth Management JobsEntry Level Wealth Management Jobs in Madison, CT

Entry Level Wealth Management information

See Madison, CT salary details

$23.4K

$44.7K

$64.1K

How much do entry level wealth management jobs pay per year?

As of Aug 31, 2026, the average yearly pay for entry level wealth management in Madison, CT is $44,737.00, according to ZipRecruiter salary data. Most workers in this role earn between $37,900.00 and $48,600.00 per year, depending on experience, location, and employer.

What is an entry level wealth management?

An Entry Level Wealth Management job involves assisting financial advisors and clients with investment strategies, portfolio management, and financial planning. Responsibilities often include researching market trends, preparing reports, and supporting client account management. This role provides foundational experience in finance, helping individuals grow wealth and achieve financial goals. It typically requires strong analytical, communication, and customer service skills. Many positions offer opportunities for mentorship and professional growth within the finance industry.

What does a typical day look like for someone in an entry level wealth management position?

In an entry level wealth management role, your day often involves supporting senior advisors with research, preparing portfolio reports, assisting with client onboarding, and responding to client questions. You may analyze market trends, help organize meetings, and work closely with other team members such as investment analysts and administrative staff. The environment is fast-paced and collaborative, providing regular opportunities to develop both your technical knowledge and client service skills. Over time, you’ll gain experience that can lead to more client-facing responsibilities and career advancement within the firm.

What are the key skills and qualifications needed to thrive in entry level wealth management?

To thrive in Entry Level Wealth Management, you generally need a bachelor's degree in finance, economics, business, or a related field, with strong analytical and numerical skills. Familiarity with financial modeling software, CRM systems, and basic investment analysis tools is often expected, and candidates may work toward certifications such as the Series 7 or Series 66 licenses. Excellent communication, relationship-building, and problem-solving abilities help entry-level professionals engage clients and support senior advisors. These skills are crucial for building client trust, accurately assessing financial needs, and efficiently supporting overall wealth management operations.

How to get into entry level wealth management with no experience?

Entry level wealth management roles often require strong communication skills, basic financial knowledge, and a customer-focused attitude. Gaining relevant certifications such as the Series 7 or Series 66 can improve your chances, and internships or entry-level positions in finance or customer service can provide valuable experience. Networking and demonstrating a willingness to learn are also important for breaking into the field.

What are entry-level positions in wealth management?

Entry-level positions in wealth management typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These roles often require strong communication skills, basic knowledge of financial products, and may lead to certifications like the Series 7 or Series 66 for advancement.

What are entry-level wealth management jobs?

Entry-level wealth management jobs typically include roles such as financial advisor assistant, client service associate, or junior financial analyst. These positions often require strong communication skills, basic knowledge of financial products, and may involve supporting senior advisors, preparing reports, and learning industry tools like CRM software. Certifications like the Series 7 or Series 66 may be beneficial for advancement.

What are the most commonly searched types of Wealth Management jobs in Madison, CT?

The most popular types of Wealth Management jobs in Madison, CT are:

What are popular job titles related to Entry Level Wealth Management jobs in Madison, CT?

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

What job categories do people searching Entry Level Wealth Management jobs in Madison, CT look for?

The top searched job categories for Entry Level Wealth Management jobs in Madison, CT are:

What cities near Madison, CT are hiring for Entry Level Wealth Management jobs?

Cities near Madison, CT with the most Entry Level Wealth Management job openings:

Entry Level Wealth Management jobs near you
Infographic showing various Entry Level Wealth Management job openings in Madison, CT as of August 2026, with employment types broken down into 1% As Needed, 78% Full Time, 19% Part Time, and 2% Contract. Highlights an 82% Physical, 3% Hybrid, and 15% Remote job distribution, with an average salary of $44,737 per year, or $21.5 per hour.

Wealth Management Trainee

Bankers Life

Milford, CT • On-site

Other

Medical, Life

Posted 3 days ago

New

Job description

What are you looking for in your next opportunity—growth, purpose, ownership, and real impact? At Bankers Life, we’re looking for driven individuals who want more than just a job. As part of our team, you'll work one-on-one with clients to create personalized insurance and financial solutions, while building meaningful relationships and a career you’re proud of. Backed by CNO Financial Group and recognized by Forbes, Newsweek, and Training magazine, we’re a company that invests in your success. Ready to make a difference? Apply today.


We support you every step of the way:


  • No finance background? No problem—sales, service, or people-facing experience is a big plus!
  • First step, get licensed. Bankers Life covers your Life & Health coursework to start your insurance sales representative business.
  • Next, we help you prepare for the Securities Industry Essentials (SIE®) Exam*, which includes coursework, support, and a $2,000 bonus upon completion.
  • Award winning mentorship and training programs that support your move into sales leadership and wealth management.
  • Income support to get you started on top of your commissions and bonuses.


*This is an entry-level exam administered by the Financial Industry Regulatory Authority (FINRA) that is a crucial step for individuals seeking to become Financial Advisors.


Why Join Us?


  • Top-tier training with mentors and resources to help you succeed at every level.
  • Your career, your pace by moving into a leadership role in as little as 12 months.
  • Continuous support with tech tools, marketing leads, and team collaboration.
  • Unlimited income streams with uncapped commissions, renewals, and bonuses.
  • Live life with exciting awards trips, lasting friendships and true work-life integration.


Bankers Life is part of CNO Financial Group, Inc., (NYSE:CNO). CNO secures the future of middle-income America by providing life and health insurance, annuities, financial services, and workforce benefits solutions through its family of brands, including Colonial Penn, Washington National, and Optavise.


Please visit our career site to learn more and apply: https://careersatbankerslife.com


Note: Applicants must reside in the state of position to be considered. By applying, you agree to be contacted via phone, email and/or SMS.

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