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Financial Advisor In Training Jobs in Connecticut

Financial Advisor

Stamford, CT ยท On-site

$61K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Financial Advisor

Stamford, CT ยท On-site

$61K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

Financial Advisor

Stamford, CT ยท On-site

$61K - $250K/yr

... best-trained sales forces in the country. We are committed to your continued training and ... To become a financial advisor, you must obtain the following licenses: Life/Accident & Health ...

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Showing results 1-20

Financial Advisor In Training information

See Connecticut salary details

$34.2K

$97.2K

$137K

How much do financial advisor in training jobs pay per year?

As of Jul 18, 2026, the average yearly pay for financial advisor in training in Connecticut is $97,159.00, according to ZipRecruiter salary data. Most workers in this role earn between $71,300.00 and $124,600.00 per year, depending on experience, location, and employer.

What is the difference between Financial Advisor In Training vs Financial Planner?

AspectFinancial Advisor In TrainingFinancial Planner
CertificationsTypically working towards certifications like CFP or Series 7Often holds certifications like CFP, CFA, or Series 7
Work EnvironmentEntry-level, supervised training in financial firmsClient-facing, independent or team-based advisory roles
Job ResponsibilitiesAssisting with client research, learning financial planning processesDeveloping comprehensive financial plans, advising clients

Financial Advisor In Training roles are designed for individuals gaining experience and working towards certifications, often under supervision. Financial Planners are experienced professionals providing detailed financial advice and planning services. The two roles differ mainly in experience level and responsibilities, with the training position serving as a stepping stone toward becoming a fully certified Financial Planner.

What are the key skills and qualifications needed to thrive as a Financial Advisor In Training, and why are they important?

To thrive as a Financial Advisor In Training, you need a solid understanding of financial principles, investment strategies, and strong analytical skills, typically supported by a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM systems, and preparation for industry certifications such as the Series 7 and Series 66 licenses is expected. Excellent interpersonal communication, active listening, and a client-focused mindset are crucial soft skills for building trust and long-term relationships. These competencies enable you to provide sound financial advice, comply with regulations, and effectively support clients in achieving their financial goals.

What is a Financial Advisor In Training?

A Financial Advisor In Training is an individual who is preparing to become a licensed financial advisor by gaining practical experience and knowledge under the supervision of experienced professionals. This role typically involves learning about financial products, client relationship management, investment strategies, and regulatory requirements. Trainees often assist with research, client meetings, and preparing financial plans, while studying for necessary certifications. The goal is to develop the skills and qualifications needed to advise clients on managing their finances and investments independently.

What types of mentorship and training can I expect as a Financial Advisor In Training?

As a Financial Advisor In Training, you will typically participate in a structured onboarding program that combines classroom learning, online modules, and hands-on experience. You'll often be paired with a seasoned advisor who acts as your mentor, providing guidance on client interactions, portfolio management, and compliance. Regular feedback sessions and performance reviews are common, ensuring you develop the necessary technical and interpersonal skills. This collaborative environment helps you build confidence, expand your network, and prepare for independent client management.
What are popular job titles related to Financial Advisor In Training jobs in Connecticut? For Financial Advisor In Training jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Financial Advisor In Training jobs in Connecticut look for? The top searched job categories for Financial Advisor In Training jobs in Connecticut are:
What cities in Connecticut are hiring for Financial Advisor In Training jobs? Cities in Connecticut with the most Financial Advisor In Training job openings:
Infographic showing various Financial Advisor In Training job openings in Connecticut as of July 2026, with employment types broken down into 90% Full Time, 9% Part Time, and 1% Contract. Highlights an 72% Physical, 3% Hybrid, and 25% Remote job distribution, with an average salary of $97,159 per year, or $46.7 per hour.
Financial Advisor-in-Training

Financial Advisor-in-Training

AdviceOne

Glastonbury, CT โ€ข On-site

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 16 days ago


Job description

Salary: 60,000

Your Work Ethic Isnt Average. Your Career Shouldnt Be Either.
Youvebeen thepersonothers rely on-the one picking up onwhat other people need, handling challenges calmly, and helping people feel supported in the moment. You're driven. And somewhere in the back of your mind, you'vewondered ifthere'sa fulfilling career surrounded by a team of people that canactuallykeep up with you.

There is. And it's not what you'd expect.


The opportunity no one else is offering.
AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success. Our clients are leaders across the aerospace industry, including literal rocket scientists, who expect precision and excellence. They rely on us as they make some of the most consequential financial decisions of their lives.

If youre energized by helping people and want a fast track to becoming a trusted advisor, youve come to the right place.

Training & Development Program
Our two-year advisor development program is one of the most intentional, structured launches in the industry built to grow exceptional people into elite advisors without the cold calls and the burnout.
Here's what your first two years look like:

  • Own real client relationships early with mentorship, structure, and a team behind you.
  • Lead financial planning conversations that shape how successful families approach retirement, security, and legacy.
  • We don't ease you in. By week two, you're sitting in real client meetings because we believe the fastest way to build your acumen and your confidence is to build them together, in the room, in real time.

Upon completing the program, youll step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience! The exposure here is unlike anything else in the industry.


Who You Are
We've found that people who come from hospitality, retail, restaurants, or client-facing roles bring something most finance programs can't teach: the ability to provide exceptional customer service, think quickly, and deliver under pressure. Some of our most successful advisors have degrees in communications, English, and psychology. The common thread isn't background it's exceptional people skills and the hunger to grow.
What you bring:

  • Off-the-charts people skills you don't just understand people, you connect with them.
  • Strong verbal communication and a knack for relationship building that make you someone others instinctively trust.
  • Problem-solving skills that make complex issues easy to solve.
  • Resilient, driven, and growth-minded you rise to challenges, learn quickly, and keep pushing forward.
  • Adaptable and collaborative you possess a natural ability to thrive in team-oriented environments.
  • A bachelor's degree (or graduation within six months) - field of study doesn't matter.

Finance experience? Not required. The instincts to connect with people and the drive to do hard things? Non-negotiable. We are not analyzing markets or picking investments. We are helping our clients with real, life-changing decisions.


A Work Model That Respects Your Life
We built our schedule around our clients - and we are protecting yours at the same time.

  • Hybrid position live in Glastonbury, CT on Tuesdays, every other day is work from home
  • On remote days - work from a dedicated home office with a secure, private connection (no public WiFi)
  • Two evenings of work per week (MondayWednesday), so you're present when your clients actually are
  • 40-hour work week we believe a criteria for success is balance
  • Four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness

We work hard. We go home.


Included With This Opportunity

  • Competitive base salary with significant opportunity for growth (think doubling by your 3-year mark)
  • Quarterly performance bonus potential
  • Earn your Series 65 and pursue your CFP designation, paid for by us
  • Medical, Dental, Vision, & Life Insurance
  • 401(k) with 3% employer contribution
  • 16 paid holidays - including the entire week between Christmas and New Year's
  • Generous PTO
  • Short- and long-term disability coverage

About AdviceOne
AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence.


If this is you, dont wait.
Training and development opportunities like this are rare. Apply now and start right after graduation or jump in immediately.


No phone calls, please.