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.
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As an industry-leading fintech provider, COCC delivers innovative, comprehensive technology solutions and strategic partnerships throughout the Northeastern United States. Listed among American Banker's FinTech 100 and the Inc. 5,000 fastest growing companies in the nation, COCC inspires the industry with innovation and top-quality support. Designated a Top Workplace in Connecticut and a nationally Certified Great Place to Work, COCC recognizes employees as the core of our success.
Inspiring you to become extraordinary in work and life.
What we need…
We are seeking a Sr. Client Solutions Advisor to join our Technology Services organization. In this highly visible, client-facing role, you will develop new business opportunities, strengthen relationships with prospective and existing clients, and help financial institutions address evolving technology and cybersecurity challenges.
As a trusted advisor, you will work with business, technology, and cybersecurity leaders to understand their goals, challenges, and future initiatives. You will connect those needs with COCC’s expertise, services, and solutions, while collaborating with internal subject matter experts to advance opportunities from initial engagement through contract execution and transition to delivery.
This role is ideal for an experienced consultative business-development professional who understands technology and cybersecurity, builds credibility with senior leaders, and enjoys translating complex client needs into practical solutions.
What’s in it for you....
COCC offers a collaborative environment, career growth, and all the benefits you’d expect from an award-winning employer, including:
- Health Insurance: Employees and their eligible dependents – including spouses, domestic partners, and children – are eligible for coverage from the first day of the month following hire, including medical, dental, and vision insurance, as well as ancillary benefits. COCC also contributes to employees’ health savings accounts (HSA).
- Retirement: COCC matches 100% for the first 3% and 50% for the next 2% that employees contribute to their 401(k). Additionally, COCC may make a discretionary annual contribution to the plan based upon the profitability of the company.
- Paid Time Off: COCC offers a generous PTO policy, including quarterly wellness days, paid holidays, and a birthday day off.
- Hybrid Schedule: Enjoy the flexibility of a hybrid work schedule designed to support work-life balance and personal well-being
- Training & Development: COCC offers robust employee development programs aligned with career pathing objectives, including cutting edge training and educational resources, as well as a tuition reimbursement program to support continued education.
- Recognition Programs: Be recognized and celebrated through employee appreciation and peer recognition programs.
- On-site Fitness Centers: Stay active and energized with convenient on-site fitness centers available to employees.
- Fuel Up: Monthly company-sponsored lunches discounted catered meals, and convenient on-site snacks.
- Additional Benefits: COCC offers employees a Lifestyle Spending Account (LSA) to support employees’ unique needs, as well as company-paid life insurance, wellness initiatives, and access to financial planning guidance from certified professionals.
What you’ll do…
- Serve as a trusted advisor to financial institutions on technology and cybersecurity strategies.
- Generate new business opportunities and grow existing client relationships.
- Lead solution discussions, presentations, proposals, and contract negotiations.
- Partner with COCC experts to deliver innovative technology and security solutions.
- Drive business growth through strategic account management and market engagement.
- Bachelor’s degree in business, information technology, cybersecurity, or a related field, or equivalent professional experience.
- At least seven years of relevant professional experience in technology, cybersecurity, managed services, consulting, or a related field.
- At least three years of experience in consultative sales, business development, account development, technology advisory, or another client-facing capacity.
- Experience supporting financial institutions and knowledge of financial-services technology, cybersecurity, and regulatory considerations are strongly preferred.
- Demonstrated success building strategic relationships, developing new business opportunities, and navigating complex client needs.
- Strong written, verbal, presentation, and interpersonal communication skills.
- Ability to establish credibility and build relationships with senior business, technology, and cybersecurity leaders.
- A collaborative approach and demonstrated commitment to delivering timely, high-quality results
Applicants for employment in the US must have work authorization that does not currently or in the future require sponsorship of a visa for employment authorization in the United States.
COCC is committed to maintaining a drug-free workplace. All applicants are required to pass a credit, background, and substance test prior to employment. COCC procures background and consumer reports in compliance with all Federal and State regulations, including The Fair Credit Reporting Act and applicable Department of Labor laws regarding pre-employment screens. COCC is an equal opportunity employer committed to a community of inclusion, and an environment free from discrimination, harassment, and retaliation.
Accessibility - If you’re a job seeker with a disability and require accessibility assistance or an accommodation to apply for one of our jobs, please let us know by calling 860-678-0444 or emailing TalentManagement@cocc.com. Please specify the help you need and we’ll be happy to get back to you.
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.
Client Advisor Job Market in Connecticut
A snapshot from current Connecticut openings, updated as new roles post.
Who's Hiring



Top Industries Hiring
- Fintech
- Banking & Financial Services
- 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 COCC, based on current listings on Migrate Mate as of November 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 Darien 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 25% of client advisor openings tied to Connecticut are remote or hybrid as of November 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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