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Financial Advisor Trainee Jobs in Madison, CT (NOW HIRING)

Charter Oak Financial

Financial Advisor

Hamden, CT · Remote

$55K - $130K/yr

Proven experience as a Financial Advisor or Wealth Advisor * Active Life and Health * Aspirations of becoming securities licensed * Established client relationships and business development ability

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

New Haven, 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

New Haven, 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 ...

Northwestern Mutual

Financial Advisor

New Haven, CT · On-site

$61K - $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

$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 · On-site

$61K - $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

Hartford, CT · On-site

$61K - $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

Hartford, CT · On-site

$61K - $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 · 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 ...

UNAVAILABLE

Financial Advisor

West Hartford, CT · On-site

$61 - $250/hr

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 ...

New

Northwestern Mutual

Financial Advisor

New Haven, 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 ...

UNAVAILABLE

Financial Advisor

New Haven, CT · On-site

$61 - $250/hr

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 ...

New

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a key role in supporting our growing client base. This is an exceptional opportunity for an advisor ...

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All JobsFinancial Advisor JobsFinancial Advisor Trainee JobsFinancial Advisor Trainee Jobs in Madison, CT

Financial Advisor Trainee information

See Madison, CT salary details

$29.5K

$45.3K

$65K

How much do financial advisor trainee jobs pay per year?

As of Sep 2, 2026, the average yearly pay for financial advisor trainee in Madison, CT is $45,299.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,800.00 and $48,600.00 per year, depending on experience, location, and employer.

What is a financial advisor trainee?

A financial advisor trainee is an entry-level employee in a financial services company. The position is similar to an apprenticeship; the trainee works under the supervision of a financial advisor to learn how to determine the client’s needs and objectives for their investments. As a financial advisor trainee, you also cultivate your own client relationships and eventually transition to become a full-time financial advisor. Though you can perform your duties without direct supervision, most companies require you to follow strict guidelines and report to a supervisor during your training period. Financial advisor trainees typically earn a base salary, commission on sales, and performance bonuses.

What is a financial advisor trainee?

A Financial Advisor Trainee is an entry-level professional who is training to become a licensed financial advisor. They typically work under the supervision of experienced advisors to learn about financial planning, investment strategies, and client relationship management. Trainees often assist with research, prepare reports, and help develop financial plans while studying for required licensing exams. This role serves as a stepping stone to becoming a full-fledged financial advisor, equipping individuals with the knowledge and skills needed for the profession.

What are the key skills and qualifications needed to thrive as a financial advisor trainee?

To thrive as a Financial Advisor Trainee, you need a solid understanding of finance principles, analytical skills, and at least a bachelor's degree in finance, business, or a related field. Familiarity with financial planning software, CRM platforms, and progress toward industry certifications like the Series 7 or Series 66 is typical. Strong interpersonal skills, active listening, and the ability to build trust help trainees excel in client-facing situations. These skills are crucial for providing sound financial advice, building client relationships, and achieving long-term success in a competitive industry.

What are the typical challenges faced by a financial advisor trainee during the first year on the job?

As a Financial Advisor Trainee, one of the primary challenges in the first year is building a client base from the ground up, which often involves extensive networking and outreach. Additionally, trainees must quickly learn to balance studying for licensing exams with hands-on client interactions and administrative tasks. Many also find it challenging to adapt to a commission-based or performance-driven compensation structure, which requires strong self-motivation. Support from mentors and ongoing training programs can help new advisors develop the skills and confidence needed to succeed.

What is the difference between Financial Advisor Trainee vs Financial Advisor?

AspectFinancial Advisor TraineeFinancial Advisor
CertificationsTypically required to pursue certifications like CFP or Series 7Often holds certifications such as CFP, Series 7, or Series 65
Work EnvironmentEntry-level, training-focused roles often in financial firms or banksClient-facing, providing financial planning and investment advice
Job ResponsibilitiesLearning and assisting with client portfolios, gaining experienceManaging client portfolios, offering financial advice, and planning

The main difference is that a Financial Advisor Trainee is an entry-level role focused on training and gaining experience, while a Financial Advisor is a fully qualified professional providing financial planning and investment advice to clients.

How much do financial advisor trainees earn?

Financial advisor trainees typically earn between $40,000 and $60,000 annually, with compensation often including base salary plus commissions or bonuses based on client sales. Entry-level positions may start lower, but earnings can increase with experience, certifications, and client acquisition skills.
More about Financial Advisor Trainee jobs

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

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The top searched job categories for Financial Advisor Trainee jobs in Madison, CT are:

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Cities near Madison, CT with the most Financial Advisor Trainee job openings:

Financial Advisor Trainee jobs near you
Infographic showing various Financial Advisor Trainee job openings in Madison, CT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 18% Part Time, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $45,299 per year, or $21.8 per hour.

Financial Advisor

Charter Oak Financial

Hamden, CT • Remote

$55K - $130K/yr

Full-time

Medical, Life, Retirement

Re-posted 28 days ago

Job description

Charter Oak Financial, a MassMutual firm, is a destination for ambitious financial professionals and high-performing practices ready to scale—not settle. We deliver a distinctive experience that blends growth opportunity with deep support—helping advisors build meaningful businesses while making a lasting impact on the clients and communities they serve.

Our approach is rooted in authentic relationships, customized business support, and a commitment to “redefining possible” for our advisors.


Build What’s Next—On Your Terms We’re growing our network with advisors who value independence over control and are motivated by challenge, opportunity, and the ability to shape their own path.

Whether your next step is expansion, succession planning, or deeper specialization, you’ll gain access to the infrastructure, strategic guidance, and collaborative environment needed to scale with intention.


What Sets Charter Oak Apart

  • Independence without isolation – Run your practice your way, backed by a strong support system
  • Built for growth – Access to advanced resources across marketing, operations, training, and strategy
  • Flexible path forward – Lead a team, join an established group, or architect your own model
  • Elevated peer environment – Surround yourself with high-performing, growth-minded advisors
  • Long-term focus – Support for sustainable scale, succession, and enterprise-value creation

Requirements

  • Proven experience as a Financial Advisor or Wealth Advisor
  • Active Life and Health
  • Aspirations of becoming securities licensed
  • Established client relationships and business development ability
  • Excellent relationship management and communication skills
  • Commitment to fiduciary standards and client-focused advice


This role is 100% commission based, expected earnings range $55,000-$130,000 annually

Includes health insurance, 401(k), disability, life insurance


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