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Entry-level financial advisor associate jobs in Connecticut: 7 open roles

7 open entry-level financial advisor associate jobs in Connecticut, taken from employers’ own career sites and checked to still be open. A client associate supports a financial advisor: preparing client meetings, processing account paperwork and answering routine client questions. A path toward becoming an advisor.

Open entry-level financial advisor associate jobs in Connecticut

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Showing the newest 7 of about 7 verified open jobs here. Search all jobs

Search all financial advisor associate jobs in Connecticut · What a financial advisor associate does and the skills it takes

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The financial advisor associate job in Connecticut

The job is the same anywhere; what changes is who is hiring.

A typical day

  1. 1. Prepare client meeting materials
  2. 2. Process account forms and transfers
  3. 3. Answer client questions
  4. 4. Maintain records
  5. 5. Study for licenses (e.g., SIE, Series 7)

Skills it uses

  1. 1. Client service
  2. 2. Attention to detail
  3. 3. Financial products basics
  4. 4. Compliance awareness
  5. 5. CRM software
Find training for these skills

Employers hiring in Connecticut

  • Bank of America 2
  • 711 MS Smith Barney 1
  • Green Key Resources 1
  • JCW Group 1
  • MJP Wealth Advisors 1
  • Royal Bank of Canada 1

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Other entry-level jobs in Connecticut

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