ZipRecruiter

Log In

1

Wealth Advisor Associate Jobs in Connecticut (NOW HIRING)

Charles Schwab

CT · On-site

As an Associate Wealth Advisor , you'll support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and ...

Morgan Stanley

Client Service Associate

Old Greenwich, CT · On-site

$35K - $61K/yr

Client Service Associate Client Service Associates provide exceptional service to our clients and ... Support the Financial Advisor(s)/Private Wealth Advisor(s)/team in cultivating and enhancing new ...

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 ...

next page

Showing results 1-20

All JobsWealth Advisor Associate JobsWealth Advisor Associate Jobs in Connecticut

Wealth Advisor Associate information

See Connecticut salary details

$36.6K

$63.9K

$107K

How much do wealth advisor associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for wealth advisor associate in Connecticut is $63,886.00, according to ZipRecruiter salary data. Most workers in this role earn between $38,100.00 and $78,500.00 per year, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a wealth advisor associate?

To thrive as a Wealth Advisor Associate, you need a solid understanding of financial planning, investment strategies, and regulatory compliance, often supported by a bachelor's degree in finance or a related field. Familiarity with financial planning software (like eMoney or MoneyGuidePro), CRM systems, and, in some cases, certifications such as Series 7 or 66 licenses are typically required. Strong interpersonal skills, active listening, and the ability to build trust with clients help you stand out in this role. These skills and qualities are essential for effectively managing client portfolios, fostering long-term relationships, and ensuring tailored financial advice.

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

AspectWealth Advisor AssociateFinancial Advisor
CredentialsSeries 7, 66, or 65 licenses; bachelor's degree often preferredSeries 7, 66, or 65 licenses; CFP certification beneficial
Work EnvironmentSupport team in financial firms, assisting senior advisorsClient-facing roles, providing personalized financial planning
Employer & IndustryFinancial services firms, banks, wealth management companiesIndependent or firm-based, financial planning and investment firms

Wealth Advisor Associates typically support senior advisors and focus on client service and administrative tasks, while Financial Advisors directly manage client portfolios and provide comprehensive financial planning. Both roles require similar licenses and often work within the same industry, but their responsibilities and client interaction levels differ.

What are the typical career advancement paths for a wealth advisor associate?

As a Wealth Advisor Associate, you typically begin by supporting senior advisors with client relationship management, financial planning, and investment research. Over time, you may develop your own client portfolio and take on more direct advisory responsibilities. With experience and strong performance, you can progress to roles such as Wealth Advisor, Senior Wealth Advisor, or even team leadership positions. Many firms offer mentorship and training programs to help associates gain industry certifications and advance their careers.

What is a wealth advisor associate?

A Wealth Advisor Associate is a financial professional who supports senior wealth advisors in managing client relationships and developing financial strategies. They assist with tasks such as preparing financial plans, conducting market research, and helping clients with account management. Wealth Advisor Associates often serve as a point of contact for clients and may help with investment recommendations under the supervision of licensed advisors. This role is typically an entry-level or early-career position in wealth management, with opportunities for growth and advancement.
What are the most commonly searched types of Wealth Advisor jobs in Connecticut? The most popular types of Wealth Advisor jobs in Connecticut are:
What are popular job titles related to Wealth Advisor Associate jobs in Connecticut? For Wealth Advisor Associate jobs in Connecticut, the most frequently searched job titles are:
What job categories do people searching Wealth Advisor Associate jobs in Connecticut look for? The top searched job categories for Wealth Advisor Associate jobs in Connecticut are:
What cities in Connecticut are hiring for Wealth Advisor Associate jobs? Cities in Connecticut with the most Wealth Advisor Associate job openings:
Wealth Advisor Associate jobs near you
Infographic showing various Wealth Advisor Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $63,886 per year, or $30.7 per hour.

Associate Wealth Advisor, Schwab Wealth Advisory

Charles Schwab Inc.

Stamford, CT • On-site

$46.15 - $63.46/hr

Full-time

Re-posted 13 days ago

Job description

Your Opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together.
Schwab Wealth Advisory is a fee based, non-discretionary investment advisory solution built on trust, personalized service, and Schwab's disciplined approach to investing. As an Associate Wealth Advisor, you'll support 2-4 Wealth Advisors by servicing, deepening, and retaining virtual client relationships while helping deliver customized financial planning support and address foundational portfolio needs.
This role is ideal for someone who thrives in a fast-moving, relationship-driven environment and takes ownership of both client outcomes and personal growth. Your work directly supports client confidence, advisor effectiveness, and long-term relationship success.
Through our Wealth Management Institute, mentorship, and ongoing coaching, you'll build skills in client relationship management, asset allocation, risk awareness, and consultative communication. This position offers real client experience and a direct pathway to becoming a Wealth Advisor.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What you have
Required Qualifications
  • Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
  • Proactivity: Demonstrates initiative by anticipating needs, identifying next steps early, and taking ownership to move work forward.
  • Coachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support.
  • Adaptability: Adjusts effectively to changing priorities, evolving client needs, and new information in a virtual advisory environment.

Additional requirements:
  • Active and valid FINRA Series 7
  • Active and valid FINRA Series 66 (ability to obtain within a 120-day condition of employment)
  • Understands core investment products and markets
  • Applies regulatory and client-facing fundamentals

Preferred Qualifications:
  • Experience servicing client relationships in financial services
  • Bachelor's degree or equivalent professional experience

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Apply