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Financial Management Associate Jobs in Connecticut

MBI, Inc.

Associate Finance Manager

Norwalk, CT · On-site

The Associate Finance Manager supports the day-to-day financial operations of the organization by ... Analyze financial results and investigate variances, providing meaningful insights to management ...

Optimus Health Care, Inc.

Financial Counselor

Bridgeport, CT · On-site

$19.50 - $25.25/hr

Provide case management for uninsured or underinsured patients referred to at the Center regarding ... Associate or bachelor's degree preferred. EXPERIENCE: Minimum 2-4 years' experience in a medical ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site

$85K - $115K/yr

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the ... Support the end-to-end preparation of monthly management and quarterly board reporting packages ...

iCapital

Corporate Finance, FP&A - Associate

Greenwich, CT · On-site +1

$85K - $115K/yr

The FP&A Associate will report into Firmwide FP&A,Vice President. Responsibilities * Support the ... Support the end-to-end preparation of monthly management and quarterly board reporting packages ...

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

... Associate Financial Advisor works closely with the Lead Advisor to deliver an exceptional client experience and provide ongoing financial planning, investment, and relationship management support.

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Centurion Wealth Management is a growing financial planning and wealth management practice ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...

CENTURION HOLDINGS LLC

Be Seen First

Associate Financial Advisor

Cheshire, CT · On-site

$60K - $75K/yr

Centurion Wealth Management is a growing financial planning and wealth management practice ... We are seeking a motivated, client-focused Associate Financial Advisor to join our team and play a ...

Yale Cancer Center

Senior Manager, Finance

New Haven, CT · On-site

$90 - $165.75/hr

Experience in financial management and internal control systems in a complex environment. Preferred ... With the Director/Associate Director, builds financial plans for the unit. Provides comprehensive ...

AllianceBernstein

Associate

Stamford, CT · On-site

$80K - $86K/yr

... Financial Advisors, help propel the growth of our Private Wealth Management Platform. This is an ... An Associate will: * Collaborate and network with senior professionals throughout the firm to fuel ...

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Showing results 21-40

All JobsFinancial Management Associate JobsFinancial Management Associate Jobs in Connecticut

Financial Management Associate information

See Connecticut salary details

$13

$30

$64

How much do financial management associate jobs pay per hour?

As of Aug 20, 2026, the average hourly pay for financial management associate in Connecticut is $30.41, according to ZipRecruiter salary data. Most workers in this role earn between $19.66 and $32.69 per hour, depending on experience, location, and employer.

How does a Financial Management Associate typically interact with other departments within an organization?

Financial Management Associates frequently collaborate with teams such as accounting, operations, and business development to collect data, analyze financial performance, and support budgeting processes. This role often involves regular meetings to discuss financial forecasts, provide insights, and ensure alignment between financial strategy and business objectives. Building strong cross-functional relationships is key, as associates must communicate complex financial information in a clear and actionable way to both finance and non-finance stakeholders.

What are the key skills and qualifications needed to thrive as a Financial Management Associate, and why are they important?

To thrive as a Financial Management Associate, you need strong analytical skills, financial modeling expertise, and a solid educational background in finance, accounting, or a related field. Proficiency with financial software such as Excel, SAP, and ERP systems, as well as certifications like CFA or CPA, is highly valuable. Attention to detail, effective communication, and teamwork are vital soft skills for delivering accurate reports and collaborating with stakeholders. These skills and qualities are crucial for ensuring sound financial decision-making and supporting the organization’s financial health.

What is the difference between Financial Management Associate vs Financial Analyst?

AspectFinancial Management AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; CFA certification often preferred
Work EnvironmentCorporate finance departments, investment firms, or financial services companiesInvestment banks, asset management firms, or corporate finance teams
Employer & Industry UsageUsed across industries for financial planning, reporting, and managementPrimarily in investment and financial analysis roles within finance sectors

Financial Management Associates focus on supporting financial planning, budgeting, and management within organizations, while Financial Analysts primarily analyze financial data to guide investment and business decisions. Both roles require similar educational backgrounds and certifications, but their core responsibilities and work environments differ slightly, with Associates more involved in internal financial management and Analysts in external financial analysis.

Is a financial management associate's degree in finance worth it?

A financial management associate's degree in finance provides foundational knowledge of financial principles, accounting, and analysis, which can improve job prospects and earning potential in entry-level finance roles. However, practical experience, certifications like CFA or CPA, and skills in financial software are also important for career advancement in this field.

What does a financial management associate do?

A financial management associate supports financial planning, analysis, and reporting within an organization. They often assist with budgeting, forecasting, and financial data analysis using tools like Excel or financial software, helping ensure accurate financial decision-making and compliance with company policies.

What jobs can I do with a financial management associate degree?

A financial management associate degree prepares individuals for roles such as financial analyst, accounting clerk, budget analyst, or financial advisor. These positions typically require skills in financial analysis, accounting software, and understanding of financial regulations, and may involve working in banking, corporate finance, or government agencies.

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

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

What cities in Connecticut are hiring for Financial Management Associate jobs?

Cities in Connecticut with the most Financial Management Associate job openings:

Financial Management Associate jobs near you
Infographic showing various Financial Management Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 14% Part Time, and 2% Contract. Highlights an 90% Physical, 2% Hybrid, and 8% Remote job distribution, with an average salary of $63,243 per year, or $30.4 per hour.

Associate Financial Advisor - Bergenn Financial Group

Kestra Financial Independent Advisor

West Hartford, CT • On-site

Full-time

Medical, Life, Retirement, PTO

Re-posted 29 days ago

Job description

Bergenn Financial Group is an independent financial planning & investment management firm in West Hartford, CT. We have a customer-centric, modern, and inclusive work environment.

Your role as an Associate Financial Advisor at Bergenn Financial Group is to manage relationships with clients, ensuring that they are receiving the highest level of customer service in line with our client service model. Growth opportunities are available to advisors who develop new business.

Essential Duties and Responsibilities

  • Supports Lead Advisor on book of business, including managing client needs regarding service, asset allocation, case design, and financial planning
  • Consult with clients on investment strategies based on individual financial and investment objectives; deliver advice and participate in client reviews
  • Manage data and plans in financial planning software (eMoney Advisor)
  • Responsible for client meeting preparation and follow-up, including assembling requisite paperwork, account reviews, report generation, and meeting documentation
  • Identify sales and asset retention opportunities, including viable alternatives when traditional solutions may not apply
  • Deepen client relationships and establish credibility and rapport both in person and via phone
  • Clearly articulate complex concepts to customers
  • Proactively communicating with clients and following up on all contacts assigned
  • Ability to manage and prioritize multiple competing priorities daily in pursuit of business objectives
  • Active engagement in marketing and sales efforts on behalf of the firm; not required to build own book of business
  • Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork
  • Other duties as assigned

Knowledge, Skills, and/or Abilities

  • Strong understanding of the financial services industry and diverse investment products
  • Basic computer skills (Outlook, Word, Excel, and PowerPoint) are essential
  • Proficiency in eMoney Advisor financial planning software is strongly preferred
  • Excellent communication skills, both verbal and written
  • Strong time management and organizational skills; able to work independently and effectively manage multiple tasks at once
  • Ability to build relationships with clients and internal partners and influence others

Requirements

Experience

  • The ideal candidate must have 2+ years of experience in the financial services industry with a strong understanding of broker/dealer operations and financial services products, including but not limited to: equities, bonds, ETFs, mutual funds, annuities, insurance, and managed accounts.
  • The ideal candidate must have a minimum of $10mm in assets under management

Certificates, Licenses, Registration

  • Must be fully licensed with a Series 7 & 66 or 7, 63 & 65
  • Life & Health licenses preferred but not required.

Benefits

Paid time off

Retirement Plan with Matching Contribution

Group life and disability are available

Apply