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Financial Planning Associate Jobs in Connecticut

CENTURION HOLDINGS LLC

Financial Advisor

Cheshire, CT · On-site

$70 - $90/hr

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

Empower

Workplace Planning Consultant

Stamford, CT · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Empower

Workplace Planning Consultant

Meriden, CT · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Empower

Workplace Planning Consultant

Fairfield, CT · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Empower

Workplace Planning Consultant

Manchester, CT · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Empower

Workplace Planning Consultant

Hartford, CT · On-site +1

$55K - $76K/yr

Our vision for the future is based on the idea that transforming financial lives starts by giving ... our associates dedicate thousands of hours to volunteering for causes that matter most to them.

Synchrony

VP, Health & Wellness Finance - FP&A

Stamford, CT · On-site

$150 - $250/hr

This role is responsible for leading the financial planning, analysis, and reporting processes for ... Once this new hire time in position requirement is met, the associate will have a minimum 6 months ...

New

TIAA

Financial Consultant

Hamden, CT · On-site

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

TIAA

Financial Consultant

Hamden, CT · On-site

This job covers institutions aligned to regional structures and offers financial planning advice ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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All JobsFinancial Planning Associate JobsFinancial Planning Associate Jobs in Connecticut

Financial Planning Associate information

See Connecticut salary details

$13

$30

$64

How much do financial planning associate jobs pay per hour?

As of Sep 5, 2026, the average hourly pay for financial planning 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.

What does a financial planning associate do?

A Financial Planning Associate supports financial advisors in creating and managing personalized financial plans for clients. They assist with data gathering, preparing financial projections, and conducting research on investment products and strategies. Their role also includes communicating with clients, maintaining records, and ensuring all regulatory requirements are met. This position is often an entry point for those aspiring to become certified financial planners in the future.

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

To thrive as a Financial Planning Associate, you need strong analytical abilities, knowledge of financial products, and a bachelor's degree in finance or a related field. Familiarity with financial planning software such as eMoney Advisor or MoneyGuidePro and certifications like CFP coursework are typically expected. Excellent interpersonal skills, attention to detail, and clear communication help foster client trust and support collaboration within advisory teams. These skills are crucial for delivering accurate financial advice, building strong client relationships, and ensuring regulatory compliance.

How does a financial planning associate typically collaborate with senior advisors and clients?

As a Financial Planning Associate, you’ll work closely with senior advisors by assisting in the preparation of financial plans, conducting research, and gathering client information. You’ll often participate in client meetings, take notes, and help implement action items such as account openings, portfolio rebalancing, or document preparation. This collaborative environment provides valuable opportunities to learn directly from experienced professionals and build strong client relationships, which can be pivotal for advancement within the firm.

What is the difference between Financial Planning Associate vs Financial Advisor?

AspectFinancial Planning AssociateFinancial Advisor
CertificationsTypically requires a Series 7, Series 66, or CFP courseworkOften holds CFP certification, Series 7, Series 66, or other licenses
Work EnvironmentSupports financial advisors, works in financial firms or banksProvides personalized financial advice to clients, works independently or in firms
Primary ResponsibilitiesAssists in preparing financial plans, research, client supportCreates financial plans, recommends investments, manages client portfolios

Financial Planning Associates typically support Financial Advisors by handling research and client support, often requiring similar certifications. Financial Advisors directly serve clients with personalized financial strategies. While Associates focus on preparation and support, Advisors engage in client-facing advice and portfolio management.

Is a Financial Planning Associate an entry-level job?

A Financial Planning Associate is typically considered an entry-level position in the financial services industry. It often requires basic knowledge of financial concepts, strong communication skills, and may involve on-the-job training or certifications such as the CFP designation in the future.

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

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

What are popular job titles related to Financial Planning Associate jobs in Connecticut?

For Financial Planning Associate jobs in Connecticut, the most frequently searched job titles are:

What job categories do people searching Financial Planning Associate jobs in Connecticut look for?

The top searched job categories for Financial Planning Associate jobs in Connecticut are:

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

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

Financial Planning Associate jobs near you
Infographic showing various Financial Planning Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 80% Full Time, 13% Part Time, 2% Temporary, and 4% Contract. Highlights an 88% Physical, 4% Hybrid, and 8% Remote job distribution, with an average salary of $63,243 per year, or $30.4 per hour.

Financial Advisor

CENTURION HOLDINGS LLC

Cheshire, CT • On-site

$70 - $90/hr

Other

Posted 18 days ago

Job description

Benefits:
  • Bonus based on performance
  • Flexible schedule
Service an Established Client Base. Build Your Own Future.

Centurion Wealth Management is a growing financial planning and wealth management practice dedicated to helping individuals, families, and business owners achieve financial confidence through personalized advice and exceptional service. 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 with approximately 3+ years of experience who is looking to deepen client relationships, expand their planning expertise, and build a successful long‑term career within an established practice. Unlike many advisor opportunities that require you to start from scratch, this position includes responsibility for servicing approximately 50 existing client households while providing the opportunity to grow and develop your own book of business over time. The position may be structured as either a W-2 employee or 1099 independent contractor, depending on the candidate's goals and preferences.

Position Summary

The 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.

This individual will serve as the primary contact for assigned client relationships, participate in client meetings, coordinate planning recommendations, and ensure timely execution of client service needs. The Advisor will have the opportunity to develop trusted client relationships, gain experience working with more complex planning situations, and grow their own client base within a supportive and well‑established practice.

Key Responsibilities Client Relationship Management
  • Serve as the primary advisor for approximately 50 existing client households.
  • Build and maintain strong client relationships through proactive communication and exceptional service.
  • Conduct client review meetings and address routine planning and investment‑related questions.
  • Identify opportunities to enhance client relationships and improve overall client outcomes.
  • Ensure all client requests and service needs are completed accurately and efficiently.
Financial Planning & Investment Support
  • Gather and analyze client financial information.
  • Assist in the preparation and delivery of comprehensive financial plans.
  • Participate in strategy discussions and client recommendation development.
  • Support investment implementation and account management activities.
  • Facilitate account openings, transfers, rollovers, and ongoing account maintenance.
  • Execute trades and account servicing activities consistent with firm policies and licensing requirements.
Client Meeting Preparation & Follow‑Up
  • Prepare meeting agendas, reports, and planning materials.
  • Attend and participate in client meetings.
  • Document meeting notes and follow‑up action items.Coordinate implementation of planning recommendations and ensure timely completion of client commitments.
Practice Growth & Business Development
  • Develop and nurture referral opportunities.
  • Participate in business development initiatives and client events.
  • Build and grow a personal book of business over time.
  • Collaborate with the Lead Advisor to identify opportunities for practice expansion and client engagement.
Team Collaboration & Operations
  • Partner with the operations team to ensure a seamless client experience.
  • Support compliance requirements and maintain accurate client records.
  • Adhere to all regulatory, ethical, and firm standards.
  • Contribute to a collaborative, team‑oriented culture focused on delivering an outstanding client experience.
Qualifications Required
  • 3+ years of experience in wealth management, financial planning, financial advising, or a related field.
  • Active Life, Health, and Variable Insurance licenses.
  • Active Series 7 and Series 66 licenses (or equivalent combination).
  • Strong client relationship and communication skills.
  • Excellent organizational and follow‑through abilities.
  • High level of professionalism, integrity, and attention to detail.
  • Ability to work independently while collaborating effectively within a team environment.
Preferred
  • Bachelor's degree in Finance, Business, Economics, or a related field.
  • Experience conducting client meetings and managing ongoing client relationships.
  • Growth‑oriented mindset with a desire to develop as an advisor and business builder.
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