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Entrylevel Financial Advisor Jobs in Redding, CT

Strategies for Wealth

Financial Consultant

Fairfield, CT · On-site

$100K/yr

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 ropes of financial services ...

Bankers Life

Wealth Management Trainee

Danbury, CT · On-site

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 ...

Interactive Brokers

Clearing Associate

Greenwich, CT · On-site

We serve individual investors and institutions, including financial advisors, hedge funds and ... Interactive Brokers ("IBKR") is seeking an entry-level Clearing Associate to join our Clearing ...

BIC

Tax Associate

Shelton, CT · Hybrid

$58K - $78K/yr

We are seeking an entry-level Tax Associate to join our Corporate Tax team. The Tax Associate ... with Finance, Accounts Payable, Accounts Receivable, Payroll, IT, and external tax advisors to ...

BIC

Tax Associate

Shelton, CT · On-site

$58K - $78K/yr

We are seeking an entry-level Tax Associate to join our Corporate Tax team. The Tax Associate ... with Finance, Accounts Payable, Accounts Receivable, Payroll, IT, and external tax advisors to ...

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

Entrylevel Financial Advisor information

See Redding, CT salary details

$37.4K

$106.1K

$149.6K

How much do entrylevel financial advisor jobs pay per year?

As of Sep 12, 2026, the average yearly pay for entrylevel financial advisor in Redding, CT is $106,090.00, according to ZipRecruiter salary data. Most workers in this role earn between $77,900.00 and $136,100.00 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 Redding, CT?

For Entrylevel Financial Advisor jobs in Redding, CT, the most frequently searched job titles are:

What cities near Redding, CT are hiring for Entrylevel Financial Advisor jobs?

Cities near Redding, CT with the most Entrylevel Financial Advisor job openings:

Entrylevel Financial Advisor jobs near you
Infographic showing various Entrylevel Financial Advisor job openings in Redding, CT as of August 2026, with employment types broken down into 1% As Needed, 79% Full Time, 17% Part Time, 1% Temporary, and 2% Contract. Highlights an 89% Physical, 3% Hybrid, and 8% Remote job distribution, with an average salary of $106,090 per year, or $51 per hour.

Financial Consultant

Fairfield, CT • On-site

Strategies for Wealth
See more jobs at Strategies for Wealthexternal

$100K/yr

Full-time

Posted 10 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 ropes of financial services 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:
  • Seek, identify, and secure strong relationships with new clients by serving as their trusted financial advisor
  • Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
  • Embrace the role of a structured yet coachable team player open to continued education and training from other team members
  • Support clients’ progress toward their financial goals through strategic product, plan, and investment recommendations
  • Create customized financial plans for each client based on his or her life stage, professional circumstances, and fluctuating financial needs

  • 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:
  • Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired
  • A Bachelor’s degree in finance, business administration, or alternate related analytical field is required
  • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed
  • Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients
  • Up-to-date FINRA Series 7 & 63/66 documents are a bonus
  • 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.