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Financial Advisor Assistant Jobs in Connecticut (NOW HIRING)

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

... their financial goals - we also help our advisors and employees reach their true potential by ... As a member of our team, you'll assist the firm's founding partners in managing relationships with ...

Ameriprise Financial

Financial Advisor Trainee

Greenwich, CT · On-site

$47K - $58K/yr

... their financial goals - we also help our advisors and employees reach their true potential by ... As a member of our team, you'll assist the firm's founding partners in managing relationships with ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Unlike many advisor opportunities that require you to start from scratch, this position includes ... Gather and analyze client financial information. * Assist in the preparation and delivery of ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Unlike many advisor opportunities that require you to start from scratch, this position includes ... Gather and analyze client financial information. * Assist in the preparation and delivery of ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Unlike many advisor opportunities that require you to start from scratch, this position includes ... Gather and analyze client financial information. * Assist in the preparation and delivery of ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$70 - $90/hr

Unlike many advisor opportunities that require you to start from scratch, this position includes ... Gather and analyze client financial information. * Assist in the preparation and delivery of ...

First Command

Financial Advisor

New London, CT

Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our ...

Sullivan Financial Advisors

Financial Advisor

Essex, CT · On-site

$80 - $120/hr

Sullivan Financial Advisors, a 20-year-old business whose purpose is about life at maximum potential, welcomes you. We all work together towards a goal of bringing in 1 billion in assets under ...

New

Northwestern Mutual

Financial Advisor

Norwalk, CT · On-site

$61 - $250/hr

Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their ...

Northwestern Mutual

Financial Advisor

Hartford, CT · On-site

$61 - $250/hr

Financial Advisor Opportunity Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial ...

Northwestern Mutual

Financial Advisor

Hartford, CT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

West Hartford, CT · On-site

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

New Haven, CT

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

Northwestern Mutual

Financial Advisor

Stamford, CT

$137K - $250K/yr

Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path ...

Northwestern Mutual

Financial Advisor

Fairfield, CT · On-site

$61K - $250K/yr

Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to ...

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All JobsFinancial Advisor JobsFinancial Advisor Assistant JobsFinancial Advisor Assistant Jobs in Connecticut

Financial Advisor Assistant information

See Connecticut salary details

$27.1K

$51.6K

$86.6K

How much do financial advisor assistant jobs pay per year?

As of Sep 4, 2026, the average yearly pay for financial advisor assistant 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 are the primary responsibilities of a financial advisor assistant during client meetings and follow-ups?

As a Financial Advisor Assistant, you'll play a key role in preparing materials for client meetings, such as account summaries and investment reports. During meetings, you may take notes, assist with documentation, and ensure any client questions or requests are recorded accurately. Afterward, responsibilities often include following up with clients, processing paperwork, updating records, and coordinating with internal teams to ensure all actions are completed promptly. This support allows the financial advisor to focus on strategic planning and client relationships, while you help maintain a seamless client experience.

What are the key skills and qualifications needed to thrive as a financial advisor assistant, and why are they important?

To thrive as a Financial Advisor Assistant, you need a solid understanding of finance, attention to detail, and often an associate's or bachelor's degree in business or a related field. Familiarity with financial planning software, CRM systems, and sometimes FINRA Series 6 or 7 certification is typical. Strong organizational, communication, and client service skills help you excel in supporting both advisors and clients. These competencies ensure efficient administrative support, compliance, and a seamless experience for clients in a fast-paced financial environment.

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

AspectFinancial Advisor AssistantFinancial Planner Assistant
CertificationsTypically requires FINRA Series 6 or 7, and possibly Series 65 or 66Similar certifications, often the same licensing requirements
Work EnvironmentSupports financial advisors in client meetings, administrative tasks, and researchAssists financial planners with planning, client communication, and documentation
Employer & Industry UsageUsed by financial advisory firms, banks, and wealth management companiesCommonly found in financial planning firms and advisory practices

Both roles support financial professionals and often require similar certifications and work environments. The main difference lies in the specific focus: Financial Advisor Assistants typically support advisors in client management, while Financial Planner Assistants focus more on the planning process. Both positions are essential in the financial services industry and often overlap in duties.

Is 30 too old to become a financial advisor assistant?

There is no age limit to becoming a financial advisor assistant, and individuals of various ages can enter the role. Relevant skills include strong communication, organization, and familiarity with financial tools, and some employers value diverse experience backgrounds. Age should not be a barrier if you meet the job requirements and have the necessary skills.

What does a financial advisor assistant do?

A financial advisor assistant supports financial advisors by preparing client documents, scheduling meetings, and managing administrative tasks. They may also help with data entry, research, and maintaining client records, often using financial planning software. Strong organizational skills and knowledge of financial products are important for this role.

What are the most commonly searched types of Financial Advisor jobs in Connecticut?

The most popular types of Financial Advisor jobs in Connecticut are:

What are popular job titles related to Financial Advisor Assistant jobs in Connecticut?

For Financial Advisor Assistant jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Financial Advisor Assistant jobs in Connecticut look for?

The top searched job categories for Financial Advisor Assistant jobs in Connecticut are:

What cities in Connecticut are hiring for Financial Advisor Assistant jobs?

Cities in Connecticut with the most Financial Advisor Assistant job openings:

What are popular job titles related to Financial Advisor Assistant jobs in CT?

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

Financial Advisor Assistant jobs near you
Infographic showing various Financial Advisor Assistant 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.

Financial Advisor

First Command Financial Services, Inc.

New London, CT • On-site

Full-time

Re-posted 22 days ago

First Command Financial Services rating

7.5

Company rating: 7.5 out of 10

Based on 11 frontline employees who took The Breakroom Quiz

Job description


Financial Advisor Jobs at First Command:
Shaping Positive Financial Behaviors since 1958
First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial behaviors through one-on-one coaching with military families. We embrace time-tested financial principles and a client-first philosophy. We inspire and motivate clients to take the first or next step on a path to financial security.
3 out of 4 of our Financial Advisors are veterans or military spouses.
Many of our 165+ offices nationwide are located near military installations.
If you're exploring what's next in your career, First Command offers a path to become a Financial Advisor where leadership, entrepreneurship, and professional growth come together. Your experience matters - and here, it's a foundation for building a meaningful, long-term career.
What you'll do:
    • As the personal coach to our Nation's military families, you will focus on financial plans that are constantly evolving to pursue short-term and long-term financial goals.
    • You will provide guidance to military families on managing day-to-day finances, building lifetime assets, and protecting against the unexpected.
    • You will engage with the community to bring new clients to First Command, with the support of your local district team and Home Office.
    • You will connect directly with the military community by partnering with local military organizations, military units, and other supporting institutions.
    • You will coach military families on how to build a comprehensive financial plan that includes:
    • Savings/banking
    • Investments/wealth management
    • Insurance/risk management

Training and licensing support:
    • First Command offers a comprehensive training and licensing program designed for veterans, transitioning service members and military spouses to start and grow a successful Financial Advisor career.
    • Sponsorship: First Command sponsors your pursuit of full registration and licensing as a Financial Advisor using our tools and resources to guide you through the process.
    • Licensing: You'll receive structured training and test preparation to help you obtain the necessary securities and Life & Health licenses-no prior licensing is required.
    • Role Progression: Upon completing licensing, you'll have the opportunity to transition into a paid training role, partnering with a local district office and accelerating your professional development.
    • Compensation: As you begin this career, your First Command Financial Advisor compensation will consist of an hourly wage for 3 months and then transition into a salaried position that offers progressive incentives during for the remainder of the nine-month paid training period.

Becoming an Advisor:
    • Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve.
    • Compensation: There is no cap on your earning potential: Your compensation reflects your effort and is based on competitive commissions, residual income, bonuses, and deferred compensation.
    • Professional Development: We offer professional development: including progressive leadership programs through classroom training and annual workshops to help prepare you for future leadership opportunities.
    • Independence: Set your own schedule to manage work-life balance.
    • Flexibility: Mobile career opportunities throughout the United States which allow your career to move with you.

Desired Qualifications:
    • Military experience or affiliation
    • Bachelor's degree
    • Proven leadership skills

Learn more about First Command:
First Command has been helping military families pursue their goals and dreams through Financial coaching and guidance since 1958. To learn more about us, visit Financial Services Careers First Command.

What First Command Financial Services employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

First Command Financial Services logo

About First Command Financial Services

Sourced by ZipRecruiter

First Command Financial Services, based in Fort Worth, TX, US, operates within the financial services industry. Established in 1958, this company's mission is to "coach those who serve in their pursuit of financial security." With its suite of services and products, including investment management and financial planning, the firm is dedicated to helping military families and federal employees achieve financial security. Over the years, First Command has made a name for itself through integrity, commitment, and an approach built upon trust, resulting in substantial client loyalty. Featured among its notable achievements is the company's consistent placement among the top 1% of all wealth management firms in the USA in terms of long-term investment results, confirming their commitment to providing exceptional financial services.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Fort Worth, TX, US

Year founded

1958

Social media

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