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Financial Advisor 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

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

$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

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

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 ...

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 ...

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 ...

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

$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

$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 Jobs in Madison, CT

Financial Advisor information

See Madison, CT salary details

$33.7K

$95.5K

$134.7K

How much do financial advisor jobs pay per year?

As of Aug 28, 2026, the average yearly pay for financial advisor in Madison, CT is $95,527.00, according to ZipRecruiter salary data. Most workers in this role earn between $70,100.00 and $122,500.00 per year, depending on experience, location, and employer.

What does a financial advisor do?

Financial advisors manage clients’ financial goals, such as how much money is needed to save for retirement, paying off debt or mortgage loans, and saving for college or buying a vacation home. An advisor also helps with future planning to grow wealth and advise clients on the best route for investing.

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

To thrive as a Financial Advisor, you need strong analytical skills, financial planning knowledge, and usually a bachelor's degree in finance or a related field. Familiarity with financial planning software, CRM systems, and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, trustworthiness, and effective communication help build client relationships and convey complex information clearly. These skills are crucial for delivering sound financial advice and earning client trust in a competitive industry.

How do financial advisors typically build and maintain client relationships in their day-to-day work?

Financial Advisors spend a significant portion of their time meeting with clients to understand their financial goals, risk tolerance, and investment preferences. Building trust is crucial, so advisors regularly communicate with clients through updates, portfolio reviews, and proactive outreach regarding market changes or new opportunities. They also collaborate with other financial professionals, such as accountants and estate planners, to provide comprehensive advice. Consistent client engagement and personalized service are key to maintaining long-term relationships and growing a successful advisory practice.

What is the difference between Financial Advisor vs Financial Planner?

AspectFinancial AdvisorFinancial Planner
CertificationsCFP, CFA, ChFCCFP, ChFC, CPA
Work EnvironmentFinancial firms, banks, independentConsulting firms, independent, or firms
Primary FocusInvestment advice, portfolio managementComprehensive financial planning, estate, retirement
Industry UsageCommonly used in finance and investment sectorsUsed across finance, insurance, and planning services

While both Financial Advisors and Financial Planners assist clients with financial goals, Financial Advisors often focus more on investment management and portfolio advice, whereas Financial Planners provide comprehensive financial planning including retirement, estate, and tax strategies. The roles overlap, but the emphasis and certifications may differ slightly depending on the specific services offered.

Do financial advisors make good money?

Financial advisors typically earn a combination of base salaries and commissions or fees, with income varying based on experience, client base, and location. According to industry data, the median annual salary for financial advisors is around $89,000, with top earners making over $200,000. Success in this role often depends on strong interpersonal skills, certifications like the CFP, and the ability to build and maintain client relationships.

Is a financial advisor worth it as a job?

A financial advisor is a professional who helps clients manage their finances, investments, and retirement planning, often requiring certifications like the CFP. The job can be rewarding with a flexible schedule and earning potential based on client commissions or fees, but it also involves building a client base and staying updated on financial regulations. Its value depends on personal interest in finance and the ability to develop strong client relationships.

What qualifications do you need to be a financial advisor?

To become a financial advisor, individuals typically need a bachelor's degree in finance, economics, or a related field. Professional certifications such as the Series 7 and Series 66 licenses are often required, along with strong interpersonal and analytical skills. Continuing education and licensing vary by region and employer requirements.
More about Financial Advisor jobs

What are the most commonly searched types of Financial Advisor jobs in Madison, CT?

The most popular types of Financial Advisor jobs in Madison, CT are:

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

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

What cities near Madison, CT are hiring for Financial Advisor jobs?

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

Financial Advisor jobs near you
Infographic showing various Financial Advisor 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 $95,527 per year, or $45.9 per hour.

Financial Advisor

Ameriprise Financial, Inc.

Glastonbury, CT • On-site

Full-time

Retirement

Re-posted 21 days ago

Ameriprise rating

7.7

Company rating: 7.7 out of 10

Based on 130 frontline employees who took The Breakroom Quiz

107th of 152 rated financial services

Job description

Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England.

As part of this growth, we are seeking both new and experienced Financial Advisors to join our team. This is a unique opportunity to accelerate your career, expand your client base, and partner with a firm that is committed to mutual success.

Growth & Transition Support

We offer a highly competitive and differentiated transition program:

  • Initial book of approx. 20M to manage
  • Salary of $150,000 if you have $30M in assets to transition over to CWM at Ameriprise.
  • Proven expertise onboarding advisors and transitioning client relationships.
  • Dedicated support to ensure a smooth, efficient, and client-focused transition.
  • Enhanced partnership opportunities for advisors with an established book of business.

About Coastal Wealth Management

  • Headquarters: Glastonbury, CT & Mystic, CT
  • Additional Offices: Warwick, RI & Pensacola, FL
  • Team Size: 20+ professionals across all locations
  • Assets Under Management: $1.7 billion+
  • Custody & Platform: Ameriprise Financial

We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include:

  • Retirement planning (including 401(k) strategies)
  • Investment portfolio management
  • Family wealth planning
  • Full-service financial guidance

We operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office.

What We’re Looking For

  • Experienced Financial Advisors
  • Entrepreneurial mindset with a desire to grow
  • Strong relationship-building and client service skills
  • Existing book of business (required)
  • Commitment to delivering exceptional client outcomes

Why Join Coastal Wealth Management?

  • Immediate opportunity to scale your practice
  • Unique asset matching program to accelerate growth
  • Strong operational and transition support
  • Established brand with deep regional presence
  • Collaborative, growth-oriented team culture
  • Clear path to partnership for top performers

Note: Candidates should be aware that this position involves working from our offices in Glastonbury CT & New England Region


Employment Type: Full Time
Bonus/Commission: No

What Ameriprise employees say

Pay

Benefits

Hours and flexibility

Workplace

Get the full story on Breakroom

Ameriprise logo

About Ameriprise

Sourced by ZipRecruiter

At Ameriprise Financial, we're not just in the business of helping clients with their financial goals - we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you're motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

Industry

Funds, trusts and financial programs

Company size

5,001 - 10,000 Employees

Headquarters location

Minneapolis, MN, US

Year founded

1894

Social media

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