Financial Advisor Jobs in Connecticut
Financial Advisor jobs in Connecticut concentrate in wealth management, insurance-linked financial planning, and corporate benefits advisory, with demand running from entry-level associate roles through senior private wealth positions. Hartford, Stamford, and Greenwich are the primary hiring centers, anchored by employers such as Travelers, Voya Financial, and UBS. The most consistent openings are in retirement planning, high-net-worth portfolio management, and fee-based financial planning. See the openings below and apply to the ones that match your experience.
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Financial Advisor (West Hartford Market) -West Hartford, CT & surrounding area
Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Hartford market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.
What You’ll Do:
- Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the West Hartford market
- Deliver personalized investment and insurance solutions aligned to client goals
- Partner with branch, business banking, and wealth teams to generate consistent opportunities
- Conduct portfolio reviews and recommend tailored strategies to grow and protect assets Manage the full client lifecycle—from discovery to long-term relationship management
What You Bring:
- 2+ years of sales, sales administration, financial services, and/or retail banking experience
- Proven track record growing client relationships and assets under management
- Strong business development and networking skills Ability to work independently while leveraging internal partnerships
Education and Experience Required:
Licenses Required:
- Series 7, 63, and 65 or 66 Life/Variable Insurance license
Why Join M&T:
- Established referral network to accelerate your book growth
- Access to a broad suite of investment and insurance solutions
- Collaborative, relationship-driven environment Opportunity to build a scalable, long-term practice
About Wilmington Advisors @ M&T:
Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.
Location
West Hartford, Connecticut, United States of AmericaFinancial Advisor (West Hartford Market) -West Hartford, CT & surrounding area
Build your book with a strong referral network. M&T Bank is hiring a Financial Advisor to grow and manage a book of business in the West Hartford market. This role offers access to a robust referral network across Retail, Business Banking, and Wealth partners—giving you the opportunity to focus on what you do best: building relationships and delivering advice-based solutions.
What You’ll Do:
- Build and grow a book of business through referrals, new client development, and a defined territory of retail branch partnerships across the West Hartford market
- Deliver personalized investment and insurance solutions aligned to client goals
- Partner with branch, business banking, and wealth teams to generate consistent opportunities
- Conduct portfolio reviews and recommend tailored strategies to grow and protect assets Manage the full client lifecycle—from discovery to long-term relationship management
What You Bring:
- 2+ years of sales, sales administration, financial services, and/or retail banking experience
- Proven track record growing client relationships and assets under management
- Strong business development and networking skills Ability to work independently while leveraging internal partnerships
Education and Experience Required:
Licenses Required:
- Series 7, 63, and 65 or 66 Life/Variable Insurance license
Why Join M&T:
- Established referral network to accelerate your book growth
- Access to a broad suite of investment and insurance solutions
- Collaborative, relationship-driven environment Opportunity to build a scalable, long-term practice
About Wilmington Advisors @ M&T:
Wilmington Advisors @ M&T is a brand name used by LPL representatives to offer securities, advisory, and insurance services and is not a separate legal entity. Registered representatives of LPL using the Wilmington Advisors @ M&T name are employees of M&T Bank. LPL and its affiliates are entities separate from, and not affiliates of, M&T Bank.
Location
West Hartford, Connecticut, United States of AmericaSee All 21 Financial Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Financial Advisor JobsFinancial Advisor Jobs by City in Connecticut
Where Connecticut roles are concentrated, by current openings.
Financial 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
- Insurance
- Investment & Asset Management
What Connecticut Employers Look For
The qualifications that appear most often in financial advisor jobs across Connecticut.
- Active FINRA Series 7 and Series 66 (or Series 63 and 65) licenses required
- Bachelor's degree in finance, economics, business, or a closely related field
- CFP designation preferred or active pursuit of Certified Financial Planner certification
- Demonstrated client-facing experience in financial planning or investment advisory services
- Connecticut insurance producer license required for roles involving life or annuity products
- Proficiency with financial planning software such as eMoney, MoneyGuide Pro, or Salesforce CRM
Financial Advisor Jobs in Connecticut: Frequently Asked Questions
How do you become a financial advisor in Connecticut?
Becoming a financial advisor in Connecticut starts with earning a bachelor's degree, then passing the FINRA Series 7 exam to sell securities and the Series 66 exam to register as an investment advisor representative with the Connecticut Department of Banking. Advisors who sell insurance products must also hold a Connecticut insurance producer license issued through the Connecticut Insurance Department. Many employers additionally require or strongly prefer the CFP designation.
Which companies hire financial advisors in Connecticut?
Employers hiring financial advisors in Connecticut right now include Bank of America, Alera, and AdviceOne, based on current listings on Migrate Mate as of November 2026. Connecticut's concentration of insurance and asset management headquarters, particularly in and around Hartford and Stamford, means many of these employers offer both traditional broker-dealer and fee-based advisory tracks.
Which Connecticut cities have the most financial advisor jobs?
Wethersfield, West Hartford, and Glastonbury consistently post the most financial advisor openings in Connecticut. Hartford's density of insurance and financial services headquarters drives volume there, while Stamford and Greenwich attract private wealth and institutional advisory roles tied to the region's proximity to New York City's financial corridor and its high concentration of affluent households.
Are there remote financial advisor jobs in Connecticut?
Yes, but they're less common than in purely analytical fields because client-facing relationship work often requires in-person meetings. About 40% of financial advisor openings tied to Connecticut are remote or hybrid as of November 2026, with hybrid arrangements more prevalent than fully remote. The planning and portfolio analysis portions of the role are most commonly performed remotely, while prospecting and client review meetings typically remain in person.
How can I get hired as a financial advisor in Connecticut with little or no experience?
The most realistic entry path is a financial advisor associate or client service associate role at a large Connecticut firm, where you support senior advisors while studying for your Series 7 and Series 66 licenses. Employers such as Voya Financial and regional banks with wealth divisions in Hartford and Stamford run structured associate programs for recent graduates. Candidates who enter from bank teller, insurance customer service, or financial analyst roles often have an advantage, and beginning the CFP coursework signals commitment even before licensure.
Where can I find and apply to financial advisor jobs in Connecticut?
You can find and apply to financial advisor jobs in Connecticut on Migrate Mate, which lists current Connecticut openings across wealth management firms, insurance companies, and banks. Search the listings to find roles that match your licenses, credentials, and experience level, then apply directly to the ones that fit.
See All 21 Financial Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
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