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Wealth Management Associate Jobs in Fairfield, CT

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How much do wealth management associate jobs pay per hour?

As of Aug 17, 2026, the average hourly pay for wealth management associate in Fairfield, CT is $20.26, according to ZipRecruiter salary data. Most workers in this role earn between $15.19 and $21.06 per hour, depending on experience, location, and employer.

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 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.

How much does a wealth management associate earn?

A wealth management associate typically earns a median annual salary between $60,000 and $85,000, with total compensation often including bonuses and commissions based on client assets and performance. Entry-level positions may start lower, while experienced associates with certifications like the CFP can earn higher salaries.

What are the most commonly searched types of Wealth Management jobs in Fairfield, CT?

The most popular types of Wealth Management jobs in Fairfield, CT are:

What cities near Fairfield, CT are hiring for Wealth Management Associate jobs?

Cities near Fairfield, CT with the most Wealth Management Associate job openings:

Wealth Management Associate jobs near you
Infographic showing various Wealth Management Associate job openings in Fairfield, CT as of August 2026, with employment types broken down into 1% As Needed, 77% Full Time, 20% Part Time, and 2% Contract. Highlights an 84% Physical, 3% Hybrid, and 13% Remote job distribution, with an average salary of $42,138 per year, or $20.3 per hour.

Entry-Level Wealth Management Associate

Eastern Advisory Group

Smithtown, NY • On-site

$37K - $50K/yr

Full-time

Posted 4 days ago

Job description

Description
Join us at Eastern Advisory Group, where you'll empower individuals and businesses to achieve their financial dreams. As a Wealth Management Associate, you'll leverage our 175-year legacy of stability and our innovative culture to provide clients with trusted advice. You'll build long-lasting relationships and tailor strategies that align with each client's unique goals. We believe in doing good, being good, and making good-principles that guide our mission and your work with us.
You'll have the backing of a Fortune 500 company and be part of a team recognized as one of Forbes America's Best Insurance Companies for Permanent Life. Your role is crucial in helping clients navigate financial decisions confidently. We offer growth opportunities and a supportive environment where your success is our success. If you're ready to make a meaningful impact and grow with us, let's take this journey together.
Responsibilities
• Build and nurture client relationships by understanding their financial goals and providing tailored advice.
• Collaborate with team members to develop innovative financial strategies that align with clients' unique needs.
• Conduct thorough market research to stay informed about industry trends and opportunities for client growth.
• Assist clients in navigating complex financial decisions with confidence and clarity.
• Leverage our 175-year legacy and resources to deliver trusted and reliable financial solutions.
• Engage in continuous learning to enhance your knowledge and skills in wealth management.
• Communicate effectively with clients, ensuring they understand their financial plans and options clearly and concisely.
Qualifications
• 0-2 years of experience in Financial Services.
• Interest in building and nurturing client relationships with a focus on understanding their financial goals.
• Ability to collaborate effectively with team members to develop innovative financial strategies.
• Interest in conducting thorough market research to stay informed about industry trends.
• Must have a desire to learn in order to assist clients in navigating complex financial decisions with confidence and clarity.
• Commitment to continuous learning to enhance knowledge and skills in wealth management.
• Excellent communication skills to ensure clients understand their financial plans and options clearly and concisely.

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