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Wealth Management Associate Jobs in Connecticut (NOW HIRING)

AQR

Business Management - Associate

Greenwich, CT · On-site

$120K - $140K/yr

The Team AQR is looking to hire a full-time Associate on our U.S ... Wealth Team, within the Business Development group in a Business Management role. The Business ...

AQR

Business Management - Associate

Greenwich, CT · On-site

$120K - $140K/yr

The Team AQR is looking to hire a full-time Associate on our U.S ... Wealth Team, within the Business Development group in a Business Management role. The Business ...

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Wealth Management Associate information

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$18

$31

How much do wealth management associate jobs pay per hour?

As of Aug 7, 2026, the average hourly pay for wealth management 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 are the typical career advancement opportunities for a wealth management associate within a financial firm?

As a Wealth Management Associate, you often have clear paths for career progression within financial services firms. After gaining experience and demonstrating strong client relationship skills, many associates advance to roles such as Wealth Manager or Financial Advisor, where they manage their own client portfolios. Additional certifications, like the CFP or CFA, can accelerate advancement. Many firms also offer mentorship programs and internal training to prepare associates for leadership or specialist positions in investment strategy, portfolio management, or client acquisition.

What is a wealth management associate?

A Wealth Management Associate is a financial professional who supports wealth managers or financial advisors in providing investment and financial planning services to clients. Their responsibilities often include researching investment options, preparing client reports, assisting with account management, and maintaining client relationships. They work closely with clients to understand their financial goals and help develop strategies to achieve them. Wealth Management Associates typically work at banks, investment firms, or wealth management companies and may be on a path to becoming a full-fledged financial advisor themselves.

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

To excel as a Wealth Management Associate, you need a strong understanding of financial markets, investment products, and client relationship management, typically supported by a bachelor's degree in finance or a related field. Familiarity with portfolio management software, CRM systems, and certifications such as the Series 7 or Series 66 licenses is highly valued. Outstanding interpersonal skills, attention to detail, and proactive problem-solving abilities help you build trust and deliver personalized client solutions. These competencies are crucial for fostering client loyalty, ensuring regulatory compliance, and driving successful investment outcomes.
What are the most commonly searched types of Wealth Management jobs in Connecticut? The most popular types of Wealth Management jobs in Connecticut are:
What cities in Connecticut are hiring for Wealth Management Associate jobs? Cities in Connecticut with the most Wealth Management Associate job openings:
Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Connecticut as of August 2026, with employment types broken down into 1% As Needed, 83% Full Time, 13% Part Time, and 3% Contract. Highlights an 87% Physical, 3% Hybrid, and 10% Remote job distribution, with an average salary of $39,314 per year, or $18.9 per hour.

Wealth Management Associate

Equitable Advisors

Stamford, CT • On-site

Other

Re-posted yesterday

Equitable rating

8.2

Company rating: 8.2 out of 10

Based on 22 frontline employees who took The Breakroom Quiz

Job description

Overview

At Equitable Advisors, your next chapter can start today. In the current economy, stability and financial freedom potential are two important factors that job seekers look for when searching for their ideal career. We are seeking highly motivated individuals to join our dynamic team in Stamford, CT.


The Financial Professional career is a relationship-driven position that provides an opportunity to build meaningful relationships and help people make financial decisions towards a fulfilled life. We believe in teamwork, collaboration, and rewarding work. That is why we offer so many ways to strengthen relationships with colleagues, invest in yourself, be a trusted resource to clients and give back to the community. We have branches across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts.


Responsibilities

Equitable Advisors is seeking entrepreneurial-oriented individuals to join our team as a Financial Professional. In that role, you will:


  • Provide knowledgeable, objective financial guidance and customized strategies to consumer segments that demand high quality service
  • Build and maintain client base, keeping client plans up-to-date and acquire new clients on an ongoing basis
  • Contact clients periodically to determine if there have been changes in their financial status.
  • Incorporate Holistic Life Planning and Financial Planning strategies to provide recommendations and sell appropriate financial products and services.



What it takes

  • A four-year college degree
  • You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 licenses (other designations a plus)
  • Ability to draw upon past/present experiences and acquaintances to develop markets and sustain long-term relationships
  • Results-driven, highly motivated, self-starter who possesses integrity, a strong work ethic and the desire to help others plan for and protect their financial futures


Benefits and compensation

  • Compensation you control and a comprehensive benefits package for eligible individuals
  • Opportunity to work jointly with senior joint-work partners and to be coached by top performers
  • Personalized and comprehensive training and support in all areas important to building your business
  • A work-life balance and access to a full suite of remote-work technology solutions
  • Advancement and management opportunities


You can build your career on your own terms. No one-track path.


Note -- applicants must be authorized to work in the United States.




Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. Equal Opportunity Employers M/F/D/V.

GE- 7283422.1 (11/24) (Exp.11/26)

What Equitable employees say

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About Equitable

Sourced by ZipRecruiter

At Equitable, we're a team of over ten thousand strong; committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives. We turn challenges into opportunities by thinking, working, and leading differently - where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities. We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork. We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose.

Industry

Finance and insurance

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

Year founded

1859

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