ZipRecruiter

Log In

1

Wealth Associate Jobs in Connecticut (NOW HIRING)

Stelvio Private Wealth

Be Seen First

Senior Tax Associate

Greenwich, CT · On-site

$84K - $108K/yr (+ commission)

Stelvio Private Wealth has offices in Greenwich, CT, New York City, NY and the Bay Area, CA and ... The Senior Tax Associate will work closely with the Managing Partner and Associate Financial ...

Stelvio Private Wealth

Be Seen First

Senior Tax Associate

Greenwich, CT · On-site

$84K - $108K/yr (+ commission)

Stelvio Private Wealth has offices in Greenwich, CT, New York City, NY and the Bay Area, CA and ... The Senior Tax Associate will work closely with the Managing Partner and Associate Financial ...

previous pagenext page

Showing results 21-40

All JobsWealth Associate JobsWealth Associate Jobs in Connecticut

Wealth Associate information

See Connecticut salary details

$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.

Sales Associate - Wealth Management

Pacifica Continental

Stamford, CT • On-site

$15 - $20.25/hr

Full-time

Re-posted 15 days ago

Job description

Sales Associate - Wealth Management
Location: Stamford, CT, United States. (100% On-Site)
About Us:
Pacifica Continental is a global recruitment firm specializing in financial services and investment banking. We are dedicated to matching top talent with leading companies, offering deep expertise and insights across the financial industry. Currently, we are supporting a prestigious global investment banking firm, a leader in providing comprehensive financial solutions, as they expand their Wealth Management division.
Client Overview:
Our client is a renowned global investment banking firm with a rich history of providing strategic insights, expertise, and execution across equities, fixed income, foreign exchange, and asset management services. With a presence across the Americas, Europe, and Asia, the firm serves investors, companies, and governments, offering a wide range of investment banking, sales, trading, and research services. The firm is recognized for its deep sector expertise, commitment to innovation, and emphasis on maintaining strong client relationships.
Position Overview:
As a Sales Associate in our Wealth Management division, you will support Account Executives in delivering exceptional service to clients. This is an exciting opportunity to be part of a high-performing, dynamic team, where you'll contribute to the growth of our wealth management business and develop your career in the financial services industry.
Key Responsibilities:
  • Assist in facilitating trades and ensuring seamless execution
  • Respond to client inquiries and provide market insights
  • Build and maintain strong relationships with clients, identifying opportunities for service and growth
  • Conduct client outreach and support business development
  • Prepare client presentations and materials
  • Support day-to-day operations, client service, and Account Executive activities
  • Perform general administrative tasks, including managing correspondence, filing, and processing forms
  • Continuously learn about financial products to better assist the team and clients

Required Qualifications:
  • 2-5 years of industry experience
  • Securities Industry Essentials (SIE) Exam
  • Series 7, 63, and 65 or 66 licenses
  • Strong client relationship and communication skills
  • Proficiency with Microsoft Word, Excel, PowerPoint, and Internet research

Desired Qualifications:
  • Experience with financial platforms such as Fidessa, Pershing, and Addepar
  • Bilingual in Portuguese is a plus

Join us and be part of a team that values innovation, creativity, and diverse perspectives to shape the future of wealth management.

Apply