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Wealth Management Associate Jobs in Connecticut (NOW HIRING)

AllianceBernstein

Associate

Stamford, CT

$80K - $86K/yr

Position Overview Bernstein Private Wealth Management is a premier investment management firm ... Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ...

AllianceBernstein Holding L.P.

Associate

Stamford, CT · On-site

$80K - $86K/yr

Position Overview Bernstein Private Wealth Management is a premier investment management firm ... Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition ...

Northwestern Mutual

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Financial Advisor (Insurance & Wealth Management)

Stamford, CT · On-site

$80K - $110K/yr

Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management * Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities Our financial ...

Northwestern Mutual

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Financial Advisor (Insurance & Wealth Management)

Stamford, CT · On-site

$80K - $110K/yr

Wealth & Investment Management - Advisory Services, Brokerage, Private Wealth Management * Risk Insurance Products - Life Insurance, Disability & Long-Term Care Insurance, Annuities Our financial ...

CENTURION HOLDINGS LLC

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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 ...

Northwestern Mutual

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Financial/Wealth Management Advisor

Stamford, CT · On-site

$82K - $250K/yr

As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services--including investments, risk management, and wealth strategies. Our ...

CENTURION HOLDINGS LLC

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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 ...

Northwestern Mutual

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Financial/Wealth Management Advisor

Stamford, CT · On-site

$82K - $250K/yr

As a Fortune 150 company, we combine a personalized, relationship-based approach with a full suite of financial planning services--including investments, risk management, and wealth strategies. Our ...

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Wealth Management Associate information

See Connecticut salary details

$10

$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.

Trainee Wealth Management

Investment Firm in Stamford, CT

Stamford, CT • On-site

$60K/yr

Full-time

Re-posted 6 days ago

Job description

Benefits/Perks
  • Career Advancement Opportunities 
  • Competitive Compensation
Job Summary
We are seeking junior associate to join our Investment management team. In this role, you will support our portfolio managers in providing  investment management and tax management services to our high net worth clients.  
 
Qualifications
  • Client service personality, kind, caring, friendly  
  • Series 65
  • CFP or CFA 
  • Bachelor’s degree in finance or a related field; top grades 
  • Previous experience as a financial planner or financial analyst 
  • Excellent excel, word, power point, and Emoney skills 
  • Excellent communications and presentation skills
  • Excellent references
  • Desire to work and learn 
  • High attention to detail 
  • Clean regulatory history  
Starting Compensation: $60,000  
 
About Us
SEC registered independent boutique fiduciary firm with 30 year history applying classic portfolio management principles. No salespeople. No commissioned products. Just the best of the fiduciary only-and-always model for clients who want to sleep at night.