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Financial Advisor Assistant Part Time Jobs in Connecticut

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Financial Advisor Assistant Part Time information

See Connecticut salary details

$27.1K

$51.6K

$86.6K

How much do financial advisor assistant part time jobs pay per year?

As of Aug 24, 2026, the average yearly pay for financial advisor assistant part time in Connecticut is $51,602.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,000.00 and $59,900.00 per year, depending on experience, location, and employer.

What does a financial advisor assistant part time do?

A Financial Advisor Assistant (Part Time) supports financial advisors by handling administrative tasks, scheduling appointments, preparing client documents, and responding to client inquiries. They may assist with data entry, updating client records, and helping prepare reports or presentations. This role allows financial advisors to focus more on advising clients and developing financial plans, while assistants manage the behind-the-scenes work. Part-time assistants typically work flexible hours, depending on the needs of the office and clients.

What are the key skills and qualifications needed to thrive as a financial advisor assistant part time?

To thrive as a Financial Advisor Assistant Part Time, you need a solid understanding of financial concepts, organizational skills, and experience with administrative tasks, often supported by a relevant degree or coursework. Familiarity with CRM software, financial planning tools, and Microsoft Office Suite is typically required. Exceptional attention to detail, discretion, and strong interpersonal communication make candidates stand out in this role. These skills are crucial for ensuring accurate client support, maintaining confidentiality, and contributing to efficient financial advisory operations.

What are the typical responsibilities of a financial advisor assistant part time?

As a part-time Financial Advisor Assistant, you'll typically support advisors by preparing client paperwork, scheduling appointments, managing client communications, and updating records in financial planning software. You may also assist with gathering and organizing data for client meetings and help ensure compliance with industry regulations. This role often involves working closely with both advisors and clients, making strong organizational and communication skills essential. While the workload may vary week to week, you’ll gain valuable exposure to the financial planning process and client relationship management.

What is the difference between Financial Advisor Assistant Part Time vs Financial Advisor Associate?

AspectFinancial Advisor Assistant Part TimeFinancial Advisor Associate
CredentialsMay require FINRA Series 6/7, or similar certificationsOften requires similar certifications, with additional licensing for client advising
Work EnvironmentSupport role in financial firms, assisting advisors, part-time hoursClient-facing role, assisting with financial planning, full-time or part-time
Employer & Industry UsageUsed by financial advisory firms, banks, wealth management companiesCommon in similar settings, often with more client interaction

The main difference is that a Financial Advisor Assistant Part Time primarily supports financial advisors with administrative tasks and may work fewer hours, while a Financial Advisor Associate often has more direct client interaction and may have additional responsibilities in financial planning. Both roles require similar certifications and are found in the same industry environments.

Financial Advisor Assistant Part Time jobs near you
Infographic showing various Financial Advisor Assistant Part Time job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, 2% Temporary, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $51,602 per year, or $24.8 per hour.

Activity Assistant, Part-time

Riverbend at Farmington

Farmington, CT • On-site

$16 - $19/hr

Part-time

Medical, Retirement, PTO

Posted 4 days ago

Job description

Activity Assistant

Part time, 18-20 hours per week. Typically 9am-5pm and would include every other weekend.

Threading Joy and Connection

Why Join Our Engagement & Activity Team:
We care about our team and offer lots of benefits for your growth and happiness.
  • Competitive Compensation: Get paid well for your skills and hard work.
  • Flexible Scheduling: Have a flexible schedule that fits your life.
  • Time Off: Take breaks with paid holidays, vacation, and personal days.
  • Health and Wellness: Stay healthy with good insurance for you and your family.
  • Financial Security: Plan for the future with a 401(k) and company match.
  • Invested in You: ongoing training and growth opportunities.
Activity Assistant Job Summary
As an Activity Assistant, you'll work with the Engagement Director to make our residents' lives more enjoyable with fun and engaging activities. Your role involves creating experiences that cater to their physical, intellectual, and emotional well-being, making our community vibrant and lively.
Responsibilities:
  • Work with the Engagement Director to plan and run a variety of activities, like exercise programs, interesting sessions, art projects, trips, spiritual gatherings, and events with speakers and music.
  • Connect with residents personally, understanding what they like and need to make sure activities are enjoyable and meaningful.
  • Help plan trips outside the community, organize details, and make sure residents are safe and happy.
  • Create a warm and inclusive environment where residents can make friends and discover new interests.
  • Keep records of resident participation and feedback to help improve our programs.
  • Share creative ideas to keep our programs exciting and in line with what seniors like.
Qualifications:
  • Have a high school diploma or equivalent. Some classes in recreation, gerontology, or related areas are a plus.
  • Love connecting with seniors and naturally get along with them.
  • Be creative and able to plan and lead activities that suit different interests and abilities.
  • Organize things well and pay attention to details.
  • Communicate effectively and be kind.
  • Be flexible to work different shifts, including weekends and evenings.
  • Know basic computer skills for documenting and communicating.
As the heart of our community our Engagement Team brings purpose and joy to our community. Join us and measure your success in the smiles you help create.

APPLY NOW

Criminal Background Screening is required.
*All candidates will be required to show valid proof of full vaccination for COVID-19 before commencing work or commit to obtaining full vaccination within 30 days of commencing work, unless they receive an approved exemption.


Live Well, Love Life

#IND3

Employment Type: Part-Time

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