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Financial Jobs in Meriden, CT (NOW HIRING)

Charter Oak Financial

Financial Advisor

Hamden, CT · Remote

$55K - $130K/yr

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 ...

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All JobsFinancial JobsFinancial Jobs in Meriden, CT

Financial information

See Meriden, CT salary details

$30.9K

$70.2K

$112.7K

How much do financial jobs pay per year?

As of Aug 20, 2026, the average yearly pay for financial in Meriden, CT is $70,201.00, according to ZipRecruiter salary data. Most workers in this role earn between $43,600.00 and $90,200.00 per year, depending on experience, location, and employer.

What is a financial professional?

Financial professionals are individuals who provide guidance and services related to money management, investments, and financial planning. They may include financial advisors, analysts, planners, and consultants who help clients make informed decisions about budgeting, saving, investing, and retirement planning. These professionals often work for banks, investment firms, or operate independently, offering expertise on a wide range of financial products and strategies. Their main goal is to help individuals or organizations achieve their financial objectives.

What are some common challenges faced by professionals in financial roles, and how can they be addressed?

Individuals in financial roles often encounter challenges such as managing tight deadlines during reporting periods, staying updated with frequently changing regulations, and ensuring data accuracy under pressure. To address these, professionals benefit from strong organizational skills, proactive communication with team members, and continuous professional development. Many financial teams adopt collaborative tools and regular check-ins to streamline workflows and ensure compliance, fostering a supportive work environment.

What are the key skills and qualifications needed to thrive in a financial professional role, and why are they important?

To thrive in a financial professional role, you need strong analytical abilities, a solid understanding of financial principles, and typically a degree in finance, accounting, or a related field. Familiarity with financial modeling software, spreadsheets like Microsoft Excel, and certifications such as CFA or CPA are commonly required. Excellent attention to detail, integrity, and effective communication skills help professionals stand out in this field. These competencies ensure accurate financial analysis, regulatory compliance, and the ability to convey complex information to stakeholders.

What is the difference between Financial vs Bookkeeper?

AspectFinancialBookkeeper
CertificationsOften requires CPA, CFA, or similarTypically no formal certifications required
Work EnvironmentCorporate finance departments, accounting firmsSmall businesses, accounting offices
Primary ResponsibilitiesFinancial analysis, planning, reportingRecording transactions, maintaining ledgers
Employer & Industry UsageFinance departments, investment firmsSmall to medium businesses, accounting services

Financial professionals focus on analysis, planning, and strategic financial management, often requiring advanced certifications. Bookkeepers handle day-to-day transaction recording and ledger maintenance, usually without formal certifications. While both roles are essential in finance, they differ in scope, responsibilities, and required credentials.

What types of careers are in finance?

Careers in finance include roles such as financial analyst, accountant, investment banker, financial planner, and risk manager. These positions often require strong analytical skills, knowledge of financial tools and software, and relevant certifications like CFA or CPA. Finance professionals work in banks, investment firms, corporations, and government agencies.

Which career is best in finance?

The best career in finance depends on individual interests and skills; common options include investment banking, financial analysis, asset management, and financial planning. These roles often require strong analytical skills, certifications like CFA or CFP, and proficiency with financial software. Career advancement typically involves gaining experience, specialized knowledge, and relevant licenses.

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 are popular job titles related to Financial jobs in Meriden, CT?

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

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

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

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

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

Financial jobs near you
Infographic showing various Financial 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 $70,201 per year, or $33.8 per hour.

Financial Planning Specialist

Kestra Financial Independent Advisor

Avon, CT • On-site

Full-time

Medical, Dental, Vision, Retirement

Re-posted 11 days ago

Job description

Kestra Financial Independent Advisor is seeking a talented Financial Planning Specialist to join our team. In this role, you will support our financial planners by conducting in-depth financial analysis, preparing comprehensive financial plans, and providing valuable insights that assist clients in achieving their financial goals. You will collaborate with advisors and clients to develop tailored strategies, ensuring our clients receive exceptional service and advice.

Key Responsibilities:

  • Analyze clients' financial situations, investment portfolios, and goals to provide tailored planning recommendations.
  • Prepare and present detailed financial plans, including retirement, tax, and estate planning strategies.
  • Stay updated on market trends, financial products, and regulatory changes to provide accurate and relevant advice.
  • Work collaboratively with team members to support client communications and ongoing relationship management.
  • Assist in the development of educational materials and seminars for clients.

Requirements

  • Bachelor's degree in finance, economics, or a related field.
  • Minimum of 3-5 years of experience in financial planning or a related advisory role.
  • CFP certification or in progress is preferred.
  • Strong analytical and problem-solving skills with a keen attention to detail.
  • Excellent communication and interpersonal skills to build relationships with clients and team members.
  • Proficient in financial planning software and Microsoft Office Suite.

Benefits

Competitive base salary with performance-based bonuses.

Comprehensive health, dental, and vision insurance.

401(k) plan with company match.

Professional development opportunities, including continuing education reimbursement.

A collaborative and client-focused work environment.

Apply