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Entrylevel Financial Analyst Jobs in Trumbull, CT

Varsity Tutors

SIE Tutor

Norwalk, CT · Remote

$18 - $40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

Varsity Tutors

SIE Tutor

Stamford, CT · Remote

$18 - $40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

Varsity Tutors

SIE Tutor

Bridgeport, CT · Remote

$18 - $40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

Varsity Tutors

SIE Tutor

New Haven, CT · Remote

$18 - $40/hr

... type analysis for SIE examination. Guides students through distinguishing security types ... entry-level financial services professionals preparing for the SIE as a prerequisite to Series ...

Kimchuk Inc

Staff Accountant

Danbury, CT

$56K - $74K/yr

This is a fast-paced entry level position for someone who is eager to learn and grow in all areas ... Review and analyze sales, operational, and financial data and create relevant reporting. * Help to ...

tcw

Document Control Assistant II

Ridgefield, CT · On-site

... and Finance. Ensure product records and specifications are accurately filed, updated, and ... Provide entry-level administrative support to FSQA and Regulatory teams. What You'll Do: * Collect ...

T3 Trading Group LLC

Equity Trader Position

Wilton, CT · On-site

We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our ... Passion for financial markets * Strong analytical skills * Team-oriented mentality * A focused ...

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Showing results 1-20

All JobsEntrylevel Financial Analyst JobsEntrylevel Financial Analyst Jobs in Trumbull, CT

Entrylevel Financial Analyst information

See Trumbull, CT salary details

$37.8K

$86.5K

$115.8K

How much do entrylevel financial analyst jobs pay per year?

As of Aug 12, 2026, the average yearly pay for entrylevel financial analyst in Trumbull, CT is $86,452.00, according to ZipRecruiter salary data. Most workers in this role earn between $68,700.00 and $108,400.00 per year, depending on experience, location, and employer.

What is the difference between Entrylevel Financial Analyst vs Financial Associate?

AspectEntrylevel Financial AnalystFinancial Associate
Required CredentialsBachelor's degree in finance, accounting, or related field; internships often preferredBachelor's degree in finance, economics, or related field; similar internship experience
Work EnvironmentCorporate finance departments, investment firms, or banks; analytical and data-driven tasksFinancial services firms, banks, or investment companies; client-facing and support roles
Employer & Industry UsageCommonly used in finance, banking, and investment industriesUsed across banking, asset management, and financial services sectors

Both roles typically require a bachelor's degree and similar internships. An Entrylevel Financial Analyst focuses more on analyzing financial data and supporting decision-making, while a Financial Associate often handles client interactions and support tasks. The roles overlap in industry and credentials but differ slightly in daily responsibilities.

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

Associate Financial Advisor

Strategies for Wealth

Fairfield, CT

$100K/yr

Full-time

Posted 7 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.