Client Advisor Jobs in Connecticut
Client Advisor jobs in Connecticut are concentrated in Stamford, Hartford, and Greenwich, where financial services firms, insurance carriers, and wealth management offices drive consistent hiring at every level from entry to senior. Employers with deep roots in the state, including Cigna, Webster Bank, and Morgan Stanley's Stamford offices, regularly recruit client advisors across private banking, benefits consulting, and investment advisory specialties. Demand is especially strong for advisors with relationship management backgrounds in high-net-worth and commercial segments. See the openings below and apply to the ones that match your experience.
Find Client Advisor JobsOverview
Open roles9
Top employerJPMorganChase
Top cityAvon, CT
Cities hiring7
Work type100% On-site
Top industryBanking
Showing 5 of 9+ Client Advisor jobs
Client Advisor Competitive Drive Wanted
We won't show you this job again
Added 1w ago
Northwestern Mutual - Fairfield County
Client Advisor Competitive Drive Wanted
Bridgeport, Connecticut
Added 1w ago
Private Client Advisor
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Added 1w ago
KeyBank
Private Client Advisor
East Haven, Connecticut
Added 1w ago
J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT
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Added 2w ago
JPMorganChase
J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT
Avon, Connecticut
Added 2w ago
BMW Client Advisor
We won't show you this job again
Added 3w ago
Keeler Motor Car Co.
BMW Client Advisor
Ridgefield, Connecticut
Added 3w ago
Client Advisor (Part-time), A|X Armani Exchange
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Added 3w ago
Giorgio Armani
Client Advisor (Part-time), A|X Armani Exchange
Clinton, Connecticut
Added 3w ago
Added 1w ago
Client Advisor Competitive Drive Wanted
Northwestern Mutual - Fairfield County·Bridgeport, Connecticut
Job functions:
$70k - $95k/yr
Bachelor's degree in finance
Job Description
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at Northwestern Mutual (NM) - Fairfield County, Connecticut! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor! Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.
Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Meet some of our local team, many who have excelled in athletics:
Alex Beilin – Managing Partner
- How long with NM? 30 years.
- Previous experience? Worked at TGIFriday’s during college, excelling in customer service and seasonal sales.
- Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.
Louis Pietig – Managing Director, Fairfield District Office
- How long with NM? 7 years.
- Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
- Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.
Andrew Kalinowski – Managing Director, Westport District Office
- How long with NM? 10 years, including an internship.
- Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
- Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).
Income Range Within Our Network of Offices:
Years 1-4 in Business:
- Average: $80,000
- Top 25%: $170,000
- Top 10%: $240,000
- Top performers exceed $200,000 in Year 1
Years 5+ in Business:
- Average: $305,000
- Top 25%: $730,000
- Top 10%: $1,115,000
Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Our growing offices are located:
- Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
- Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
- Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
Northwestern Mutual - Fairfield County
Client Advisor Competitive Drive Wanted
Bridgeport, Connecticut
Added 1w ago
Job functions:
$70k - $95k/yr
Bachelor's degree in finance
Job Description
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Join the Winning Team at Northwestern Mutual (NM) - Fairfield County, Connecticut! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Client Advisor! Our network is one of Northwestern Mutual’s most historic network offices. In 2024, the firm had 5 advisors ranked in the Top-10 of the Forbes Best-In-State Financial Securities List (CT) and 9 rank in the Top-25.
Why Current and Former Athletes Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Here’s why athletes thrive with us:
- Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients.
- Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career.
- Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives.
- Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity.
- Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients.
Meet some of our local team, many who have excelled in athletics:
Alex Beilin – Managing Partner
- How long with NM? 30 years.
- Previous experience? Worked at TGIFriday’s during college, excelling in customer service and seasonal sales.
- Passionate about? Spending time with his wife Leslie and son Luca, traveling, sports, and exploring different cultures, as well as faith development.
Louis Pietig – Managing Director, Fairfield District Office
- How long with NM? 7 years.
- Previous experience? Financial services wholesaler at Horizon Kinetics and Cohen & Steers, then financial advisor at Wells Fargo Advisors.
- Passionate about? Family, community service, and travel. He has 3 sons and actively gives back to the community.
Andrew Kalinowski – Managing Director, Westport District Office
- How long with NM? 10 years, including an internship.
- Previous experience? Held jobs at a car wash and as a bus boy/dishwasher in high school.
- Passionate about? Golf, snowboarding, scuba diving, and Boston sports, especially football (Patriots) and hockey (Bruins).
Income Range Within Our Network of Offices:
Years 1-4 in Business:
- Average: $80,000
- Top 25%: $170,000
- Top 10%: $240,000
- Top performers exceed $200,000 in Year 1
Years 5+ in Business:
- Average: $305,000
- Top 25%: $730,000
- Top 10%: $1,115,000
Key Responsibilities: As a Client Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations.
Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Business Development, Business Owners, Military Veterans, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered.
Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community.
Our growing offices are located:
- Stamford Network Office: 333 Ludlow Street, Suite 6 Stamford, CT 06902
- Westport District Office: 274 Riverside Ave, Suite 4 Westport, CT 06880
- Fairfield District Office: 1 Eliot Place, Suite 200 Fairfield, CT 06824
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Alex Beilin is a General Agent of NM. Managing Partners are not in legal partnership with each other, NM, or its subsidiaries.
See All 9 Client Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Client Advisor JobsClient Advisor Jobs by City in Connecticut
Where Connecticut roles are concentrated, by current openings.
Avon
2 jobsClinton
2 jobsHartford
1 jobBridgeport
1 jobEast Haven
1 jobRidgefield
1 jobWallingford
1 jobClient Advisor Job Market in Connecticut
A snapshot from current Connecticut openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
What Connecticut Employers Look For
The qualifications that appear most often in client advisor jobs across Connecticut.
- Bachelor's degree in finance, business, or a related field required
- Active Series 7 or Series 66 license recognized in Connecticut preferred
- Two or more years of client-facing financial services or advisory experience
- Demonstrated ability to manage and grow a book of client relationships
- Proficiency with CRM platforms such as Salesforce or similar tools
- Strong written and verbal communication skills for client presentations
Client Advisor Jobs in Connecticut: Frequently Asked Questions
How do you become a client advisor in Connecticut?
Most client advisor roles in Connecticut require a bachelor's degree in finance, business, or economics, combined with relevant securities licensing. Candidates pursuing roles in investment or wealth management typically obtain a Series 7 license through FINRA and register with the Connecticut Department of Banking as an investment adviser representative. Insurance-focused advisory roles require a Connecticut insurance producer license issued through the Connecticut Insurance Department. Employers in banking and financial services often sponsor newly hired advisors through the licensing process.
Which companies hire client advisors in Connecticut?
Employers hiring client advisors in Connecticut right now include JPMorganChase, Giorgio Armani, and KeyBank, based on current listings on Migrate Mate as of September 2026. Connecticut's concentration of insurance headquarters, regional banks, and financial services firms makes it one of the more active states for client advisory hiring in the Northeast.
Which Connecticut cities have the most client advisor jobs?
Avon, Clinton, and Hartford are the Connecticut cities with the most client advisor openings. Stamford and Greenwich anchor the highest volume due to their dense cluster of hedge funds, private banks, and wealth management firms, while Hartford draws steady demand from the insurance carriers and regional financial institutions headquartered there.
Are there remote client advisor jobs in Connecticut?
Yes, but they are less common than in purely desk-based fields, since client advisor work often involves in-person relationship building with clients. About 0% of client advisor openings tied to Connecticut are remote or hybrid as of September 2026, with remote arrangements most common in back-office advisory support, financial planning, and account management roles that rely primarily on phone and digital communication.
How can I get hired as a client advisor in Connecticut with little or no experience?
The most realistic entry path is applying to associate client advisor or client service representative roles at Connecticut's regional banks and insurance carriers, such as Webster Bank, People's United, or The Hartford, which regularly hire candidates without advisory experience into structured training programs. Moving laterally from branch teller, customer service, or insurance claims roles at these employers is a common route in. Obtaining a Connecticut insurance producer license or beginning your Series 6 exam preparation before applying gives candidates a clear edge during screening.
Where can I find and apply to client advisor jobs in Connecticut?
You can find and apply to client advisor jobs in Connecticut on Migrate Mate, which lists current Connecticut openings across financial services, banking, insurance, and wealth management employers. Search for roles that match your experience level and specialty, then apply directly to the positions that fit.
See All 9 Client Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
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