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Wealth Associate Jobs in Connecticut (NOW HIRING)

Carson Wealth

Associate Wealth Advisor

Wallingford, CT · On-site

$65 - $81/hr

In this scenario, the individual would be expected to obtain the necessary licensing within a defined timeframe as a condition of progression into the Associate Wealth Advisor role EEO Statement In ...

New

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 ...

Charles Schwab Careers

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 ...

AllianceBernstein Holding L.P.

Associate

Stamford, CT · On-site

$80K - $86K/yr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

AllianceBernstein L.P.

Associate

Stamford, CT · On-site

$80 - $86/hr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship‑building skills, and who, in collaboration with ...

New

AllianceBernstein

Associate

Stamford, CT · On-site

$80K - $86K/yr

Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional communication and relationship-building skills, and who, in collaboration with ...

TIAA

Wealth Advisor

Hamden, CT

$80K - $95K/yr

Wealth Advisor Supported with a robust array of resources and solutions, The Wealth Advisor is part ... We equip our associates with future-focused skills and AI tools that enable us to advance our ...

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Wealth Associate information

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$10

$18

$31

How much do wealth associate jobs pay per hour?

As of Sep 3, 2026, the average hourly pay for wealth associate in Connecticut is $18.90, according to ZipRecruiter salary data. Most workers in this role earn between $14.18 and $19.66 per hour, depending on experience, location, and employer.

What does a wealth associate do?

A Wealth Associate supports financial advisors and wealth management teams in serving clients' investment and financial planning needs. Their responsibilities often include preparing client reports, assisting with account administration, researching investment options, and ensuring compliance with regulatory requirements. Wealth Associates also help facilitate client communications and may participate in developing financial strategies under the guidance of senior advisors. They play a critical role in delivering high-quality service and enhancing the client experience within wealth management firms.

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

To thrive as a Wealth Associate, you need a solid understanding of financial products, investment strategies, and regulatory compliance, often supported by a degree in finance or economics and relevant certifications such as FINRA Series 7 and 66. Proficiency in portfolio management software, CRM systems, and financial planning tools is typically required. Strong interpersonal skills, attention to detail, and a client-focused mindset distinguish top performers in this role. These skills and qualities are essential for building trust, managing client portfolios effectively, and ensuring compliance in a highly regulated industry.

What are the typical growth opportunities for a wealth associate within a financial advisory firm?

Wealth Associates often start by supporting senior advisors with client management, financial planning, and administrative tasks. As they gain experience and demonstrate strong client relationship skills, they may progress to roles such as Associate Wealth Advisor or Wealth Advisor, eventually managing their own client portfolios. Many firms also offer structured training, mentorship, and licensing support to help Wealth Associates advance. Career growth is typically linked to developing technical expertise, building trust with clients, and contributing to the firm's overall success.

What is the difference between Wealth Associate vs Financial Advisor?

AspectWealth AssociateFinancial Advisor
CredentialsTypically requires a bachelor's degree; certifications like Series 7 or 66 are commonOften requires a bachelor's degree; certifications such as CFP, Series 7, or 66 are standard
Work EnvironmentWorks in financial firms, supporting senior staff and client service teamsWorks directly with clients to provide financial planning and investment advice
Employer & Industry UsageUsed by wealth management firms, banks, and financial institutionsUsed across independent firms, banks, and advisory practices

While both roles involve finance and client interaction, a Wealth Associate typically supports senior staff and handles administrative tasks, whereas a Financial Advisor works directly with clients to develop personalized financial plans and investment strategies.

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

The most popular types of Wealth jobs in Connecticut are:

What cities in Connecticut are hiring for Wealth Associate jobs?

Cities in Connecticut with the most Wealth Associate job openings:

Wealth Associate jobs near you
Infographic showing various Wealth Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 68% Full Time, 25% Part Time, 3% Temporary, and 3% Contract. Highlights an 96% Physical, 1% Hybrid, and 3% Remote job distribution, with an average salary of $39,314 per year, or $18.9 per hour.

Private Wealth Associate: Client Service & Analytics

AllianceBernstein L.P.

Stamford, CT • On-site

$80 - $86/hr

Other

Medical, Retirement

Posted 2 days ago

New

Job description

AllianceBernstein L.P. in Stamford, Connecticut is hiring for a Private Wealth Associate. This role focuses on client service, collaborating with Advisors to provide personalized wealth management solutions. Associates will undergo a comprehensive training program aimed at developing the skills needed for success in the financial services industry.

Ideal candidates possess strong analytical skills, thrive in fast-paced environments, and hold a Bachelor’s degree. The position offers a competitive salary range of $80,000 to $86,000, along with various benefits including health insurance and retirement plans.

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