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Entrylevel Financial Advisor Jobs in Avon, CT (NOW HIRING)

EXL

Inbound Call Center Reps - Entry level

Hartford, CT · On-site

$19 - $24/hr

Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to addres s client needs, resolve issues, and coordinate service delivery.

Raising Cane's

Cook - Late Night Shift

Manchester, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Part Time

Simsbury, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Part Time

Simsbury, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Late Night Shift

Manchester, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Cook - Part Time

Simsbury, CT · On-site

$17/hr

We are looking to immediately hire entry level and experienced Cooks who can thrive in an upbeat ... Access to financial advisors for budget and retirement planning * Crewmember Assistance Program

Raising Cane's

Restaurant Crewmember

Manchester, 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 - Late Night Shift

Simsbury, 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 - Dinner/Close Shift

Enfield, 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 - Dinner/Close Shift

Enfield, 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

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Showing results 1-20

All JobsEntrylevel Financial Advisor JobsEntrylevel Financial Advisor Jobs in Avon, CT

Entrylevel Financial Advisor information

See Avon, CT salary details

$35.4K

$100.5K

$141.7K

How much do entrylevel financial advisor jobs pay per year?

As of Aug 7, 2026, the average yearly pay for entrylevel financial advisor in Avon, CT is $100,495.00, according to ZipRecruiter salary data. Most workers in this role earn between $73,800.00 and $128,900.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Advisor vs Financial Planner?

AspectEntrylevel Financial AdvisorFinancial Planner
CertificationsSeries 7, Series 66, or 63; possibly CFPCFP, ChFC, or similar certifications often preferred
Work EnvironmentFinancial firms, banks, or advisory firms; client-facingIndependent or firm-based; client-focused financial planning
Job FocusSales, client onboarding, basic financial adviceComprehensive financial planning, investment strategies

While both roles involve working with clients on financial matters, an Entrylevel Financial Advisor typically focuses on sales and basic advice within a firm, often requiring specific licenses. A Financial Planner usually provides more comprehensive planning services, often holding advanced certifications like CFP, and may work independently or within larger firms. The roles overlap in credentials and client interaction but differ in scope and responsibilities.

What are popular job titles related to Entrylevel Financial Advisor jobs in Avon, CT? For Entrylevel Financial Advisor jobs in Avon, CT, the most frequently searched job titles are:
What cities near Avon, CT are hiring for Entrylevel Financial Advisor jobs? Cities near Avon, CT with the most Entrylevel Financial Advisor job openings:
Entrylevel Financial Advisor jobs near you

Inbound Call Center Reps - Entry level

EXL

Hartford, CT • On-site

$19 - $24/hr

Other

Medical, Dental, Vision, Life, PTO

Posted 4 days ago

ExlService Holdings rating

7.8

Company rating: 7.8 out of 10

Based on 8 frontline employees who took The Breakroom Quiz

132nd of 482 rated business services

Job description


Compensation and Benefits
  • Hourly rate: $19/hr-$24/hr, depending on experience
  • Bonus: P4P Performance-rated bonuses paid quarterly
  • Annual PTO: 15 vacation days, 10 sick days, 2 floating holidays, 8 company holidays, and volunteer time off
  • Other PTO: Jury duty, bereavement leave, military leave, and other applicable leave per state regulations
  • Benefits: Medical benefits, subsidized gym memberships, dental, vision, legal, identity theft protection, critical illness, and pet i nsurance offered at competitive premiums
  • Additional benefits: Basic life insurance, short-term and long-term disability, and an employee assistance program, including mental health support and online yoga access at no cost to the employee
  • 401( k) match: Up to 3% annually
  • To learn more, visit us at www.exlservice.com/careers
Responsibilities
  • Process shareholder inbound call requests accurately and efficiently, including purchases, redemptions, exchanges, and account updates.
  • Assist clients in completing required documentation for account transactions and ensure compliance with regulatory requirements.
  • Investigate and resolve customer issues or discrepancies related to account transactions, shareholder records, and transfer a gency processes.
  • Educate clients on transfer agency procedures, policies, and regulations to facilitate smooth transactions and ensure client understanding.
How you will make an impact:
  • Respond to inbound customer calls via phone regarding transfer agency services, including account transfers, shareholder transactions, and account maintenance.
  • Deliver first-class inbound client service in every interaction as part of Fund Services operations.
  • Use strong verbal and written communication skills to convey complex information clearly and professionally.
  • Apply strong analytical, problem-solving, and attention-to-detail skills to analyze data and identify solutions to client inquiries and issues.
  • Resolve client issues or provide the best alternative solutions to reduce client friction points.
  • Deliver outstanding client service through NPS and driver indices, compliance, and efficiency metrics while providing a best -in-class experience for all clients.
  • Document all client interactions, inquiries, and recommendations accurately, maintaining comprehensive records in accordance with regulatory requirements and company policies.
  • Participate in training sessions and professional development activities to enhance knowledge and skills relevant to wealth management, financial planning, and client service.
  • Demonstrate a strong team-player mindset through collaboration and individual accountability
  • Collaborate with internal teams, including financial advisors, portfolio managers, and estate planning specialists, to addres s client needs, resolve issues, and coordinate service delivery.
Qualifications
To be successful in this role, we're seeking the following:
  • Prior Contact Center experience preferred but not required;
  • Recent graduates encouraged to apply with background in Banking a nd Finance, Accounting, Economics, Business Administration and other related fields.
  • Willing to work 100% onsite at the Hartford, CT office, Monday-Friday.
  • Willing to work shifting schedules as needed by the business between 8:00 AM EST and 6:00 PM EST.
  • Qualified candidates will be asked to complete a series of assessments, including a Performance Skills Index and a Call Center Simulation.

Note: The posted range is the hiring range for this role - a subset of the broader range available to employees over time - and reflects base salary across our national hiring scale. Final offers are based on several factors, including the candidate's skills and experience, internal pay equity, work location, market conditions for the role, and the specific scope and responsibilities of the position. The top of the range is reserved for candidates who notably exceed the requirements; the lower end applies to those with less experience or fewer preferred qualifications. For positions based in higher-cost zones (e.g., California, New York, New Jersey), actual compensation may exceed the posted range; your recruiter will share specifics during the process.

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