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Financial Assistant Jobs in Meriden, CT (NOW HIRING)

Ameriprise Financial

Financial Advisor

Glastonbury, CT · On-site

  • Retirement

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 ...

CFS

Assistant Finance Director

East Haddam, CT · Hybrid

$100K - $175K/yr

Collaborate with departments across the organization to support financial planning and operational goals * Assist in ensuring compliance with financial policies, procedures, and reporting ...

Robert Half

Financial Analyst

New Haven, CT · On-site

$80K - $100K/yr

Financial Analyst - FP& A & Strategic Finance Hybrid | Greater New Haven, CT Area Reference ... * Assist with strategic initiatives including acquisitions, investments, business expansion, and ...

Charter Oak Financial

Financial Advisor

Hamden, CT · Remote

$55K - $130K/yr

  • Medical

  • Life

  • Retirement

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 ...

Baystate Financial

Financial Services Advisor

West Hartford, CT

$80K - $100K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

Are you ready to achieve financial freedom? Ready to take control of your future by putting in the hard work that leads to success? This path isn't for everyone, but for the driven individual who is ...

Talcott Financial Group

Assistant Treasurer

Hartford, CT · On-site

$150 - $230/hr

Talcott Financial Group's two core business platforms include: U.S. based Talcott Resolution and Bermuda and Cayman based Talcott Re. Overview: The Assistant Treasurer, Capital Markets is an ...

Assa Abloy

Senior Financial Analyst

New Haven, CT · On-site

$86K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Ability to prepare clear financial reports and assist with management PowerPoint presentations for ... leadership review. * Strong attention to detail, accuracy, organization, and ability to manage ...

ASSA ABLOY

Senior Financial Analyst

New Haven, CT · On-site +1

$86K - $107K/yr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Ability to prepare clear financial reports and assist with management PowerPoint presentations for ... leadership review. * Strong attention to detail, accuracy, organization, and ability to manage ...

HART United

Resident Financial Coordinator

North Haven, CT · On-site

$26 - $28.85/hr

Assistant Financial Director Position Type: Full-Time, Non-Exempt Hours per Week: 40 Schedule: Monday through Friday, 8:30am-4:30pm Wage Range: $26.00/hr-$28.85/hr Position Description The Resident ...

Robert Half

Financial Analyst/Manager

Meriden, CT · On-site

$90K - $130K/yr

Analyze financial data and aggregate information from multiple operations to identify trends, opportunities, and best practices. * Assist with the review of financial reporting and accounting ...

New

The Vermont Agency

Financial Consultant

Hartford, CT

$75K/yr

You'll develop meaningful client relationships and provide tailored financial solutions that truly make a difference. In our collaborative and supportive environment, you'll discover career growth ...

The Vermont Agency

Financial Consultant

Hartford, CT · On-site

You'll develop meaningful client relationships and provide tailored financial solutions that truly make a difference. In our collaborative and supportive environment, you'll discover career growth ...

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Showing results 21-40

All JobsFinancial JobsFinancial Assistant JobsFinancial Assistant Jobs in Meriden, CT

Financial Assistant information

See Meriden, CT salary details

$10

$22

$39

How much do financial assistant jobs pay per hour?

As of Aug 18, 2026, the average hourly pay for financial assistant in Meriden, CT is $22.89, according to ZipRecruiter salary data. Most workers in this role earn between $17.88 and $25.67 per hour, depending on experience, location, and employer.

What is a financial assistant?

A financial assistant is an entry-level employee on a finance team that takes on administrative duties, allowing the more advanced financial professionals to concentrate on their work. As a financial assistant, your primary responsibilities are to maintain records, perform calculations, and prepare financial reports, but you likely have additional duties like recording data in financial software programs, attending meetings with your team, and recommending improvements based on current information. The qualifications to become a financial assistant are strong mathematical skills, a bachelor’s degree in finance or accounting, and some experience in the finance industry. As you gain experience, you can move up in your career to positions like financial manager.

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

To thrive as a Financial Assistant, you need strong numerical aptitude, attention to detail, and a background in finance or accounting, often supported by a relevant degree or certification. Familiarity with accounting software (such as QuickBooks or SAP), spreadsheets, and financial reporting systems is typically required. Effective communication, organizational skills, and discretion are standout soft skills in this position. These qualities are essential for maintaining accurate financial records, supporting business decisions, and ensuring the integrity of financial processes.

How does a financial assistant typically collaborate with other departments within an organization?

Financial Assistants often work closely with various departments such as accounting, human resources, and operations to ensure accurate budgeting, timely expense reporting, and compliance with company policies. They may be responsible for gathering financial data from different teams, processing invoices, and assisting in preparing financial statements. Effective communication and attention to detail are essential, as these collaborations help maintain smooth financial operations and support organizational decision-making.

What is the difference between Financial Assistant vs Bookkeeper?

AspectFinancial AssistantBookkeeper
CredentialsMay require basic finance or accounting certificationsOften requires basic bookkeeping certifications or experience
Work EnvironmentSupports finance teams, works in offices or remotelyHandles daily transaction recording, often in small business settings
Employer & Industry UsageUsed across various industries, supporting finance departmentsCommon in small to medium businesses, accounting firms
Primary ResponsibilitiesAssists with financial reports, data entry, and administrative tasksMaintains financial records, processes invoices, reconciles accounts

While both roles support financial operations, a Financial Assistant typically provides broader support within finance teams, whereas a Bookkeeper focuses on recording and maintaining financial transactions. The roles often overlap but differ mainly in scope and responsibilities.

What do you do as a financial assistant?

A financial assistant supports financial operations by preparing reports, managing records, and assisting with budgeting and accounting tasks. They often use software like Excel or accounting programs and may handle tasks such as invoicing, data entry, and financial documentation to ensure accuracy and efficiency in financial processes.
More about Financial Assistant jobs

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

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

What job categories do people searching Financial Assistant jobs in Meriden, CT look for?

The top searched job categories for Financial Assistant jobs in Meriden, CT are:

What cities near Meriden, CT are hiring for Financial Assistant jobs?

Cities near Meriden, CT with the most Financial Assistant job openings:

Financial Assistant jobs near you
Infographic showing various Financial Assistant job openings in Meriden, CT as of August 2026, with employment types broken down into 1% As Needed, 81% Full Time, 15% Part Time, and 3% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $47,609 per year, or $22.9 per hour.

Experienced Financial Advisor

Ameriprise Financial

Glastonbury, CT

$150K/yr

Full-time

Retirement, PTO

Re-posted 14 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 150 rated financial services

Job description

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.
This position is with an Ameriprise Financial Franchise owner.

Job Description

Ameriprise Financial LLC is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Ameriprise Financial is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Ameriprise Financial Advisors as part of Coastal Wealth Management help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency.
At Coastal Wealth Management at Ameriprise, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused and effective
If you have at least 5+ years of experience as a Financial Advisor with transportable practice, a strong performance in a team-like environment, and a drive to achieve more for you and your clients, let's connect. Contact us to get more details about our Experienced Advisor Opportunity, competitive compensation package, and how we can help you meet your career goals.
Ameriprise is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Ameriprise Financial is one of the largest businesses of its kind in the world specializing in planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Coastal Wealth Management financial advisors help clients pursue the life they envision through a one-on-one or team-based relationship committed to their needs. We believe great teams are built on mutual trust, shared ownership and accountability. We act as a company and believe when we work together, we best meet the full needs of our customers and clients.

Key Responsibilities:

  • Deliver a full range of goals-based financial planning / wealth strategies including assessment of client needs

  • Maintain a robust knowledge of the firm's latest planning tools, techniques and strategies

  • Establish and maintain relationships with the management team and inform them of circumstances that require supervisory attention/review/approval by compliance guidelines and policies

  • Source prospective clients and capitalize on referrals

  • Understand all aspects of an optimal practice and complete the training and development needed to continue a successful career as a Financial Advisor

Required Skills:

  • FINRA Series 7 & 66 (63 & 65 accepted, in lieu of 66) registrations required with 5+ years' experience

  • Established and portable practice with a minimum of $30 in AUM

  • Experience managing client portfolios and driving growth

  • Proven relationship building and business development skills

Desired Skills:

  • Bachelor's degree or higher strongly preferred

  • Proven ability to partner and promote lead generation.

  • Experience balancing investment management, sales activities and new client development.

  • Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).

  • Possess excellent communication skills, both written and verbal

  • Highly entrepreneurial

Shift:
1st shift (United States of America)

Hours Per Week:

40

Pay and benefits information

Pay range

$150,000 annualized salary, offers to be determined based on experience, education and skill set.


Formulaic incentive eligible

This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.


Benefits
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

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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