Financial Representative Jobs in Connecticut
Financial Representative jobs in Connecticut are concentrated in Hartford, Stamford, and Bridgeport, where major employers like Aetna, The Hartford, and MassMutual's Connecticut operations maintain deep hiring rosters across retirement planning, life insurance, and wealth management. The market draws candidates at every level, from recent graduates pursuing their first client-facing role to seasoned advisors managing complex portfolios. Demand is especially consistent in employee benefits, insurance-linked investment products, and independent broker-dealer networks tied to Connecticut's financial services corridor. Scan the live roles below and apply to whichever ones fit.
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Showing 5 of 14+ Financial Representative jobs
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
Note: Fidelity will not provide immigration sponsorship for this position.
The Role
Have a passion for helping people? Join our team as a Financial Services Representative where you’ll support Fidelity’s customers while building a great foundation for a career in financial planning and advice. Supercharge your early planning and advice career at Fidelity and prepare for a future as the face of our Investor Centers, with paid training to help you:
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) by earning your SIE, Series 7 Top Off, and Series 66 licenses—fully sponsored by Fidelity. You’ll receive paid study time 4 days a week, licensing coaches, structured study plans, and dedicated support to help you succeed. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue working 4 days remotely and 1 day on-site, supporting customers with increasing complexity to strengthen your skills. You’ll also have dedicated weekly time for development, networking, and training. After completing the program, you’ll transition to a fully on-site Investor Center role, with the possibility of spending additional time remotely supporting inbound customers based on business needs before that move.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
During your onboarding experience, you’ll support Fidelity customers over the phone, answering questions about account balances, processing withdrawals and transfers, identifying resources, and placing trades while working from home with one day per week in the Investor Center. After completing onboarding, you’ll transition to working on-site in the Investor Center each day.
The Expertise and Skills You Bring
- High energy and enthusiasm with a demonstrated passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
- Eagerness to learn and build a profession in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail, and ability to handle multiple tasks at once
- Coachability, collaboration, and curiosity fuels success in the role
The Team
We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams. You don’t need a finance background or college degree to succeed in this role. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion. You can count on support and structure to plan for your future at Fidelity. The career coaching you receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
Fidelity’s Onsite Working Model
Fidelity is transitioning to a full-time onsite working model through a phased rollout across regions and roles. Currently, some roles and locations require 100% onsite presence, while others require less. Onsite expectations are likely to evolve as the rollout continues. This transition does not apply to fully remote roles.
Certifications:
Series 07 - FINRA, Series 66 - FINRACategory:
Customer ServicePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
See All 14 Financial Representative Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Financial Representative JobsFinancial Representative Jobs by City in Connecticut
Where Connecticut roles are concentrated, by current openings.
Financial Representative Job Market in Connecticut
A snapshot from current Connecticut openings, updated as new roles post.
Who's Hiring
- Northwestern Mutual10
- American Eagle FCU2
- State Farm1
- Fidelity Investments1
Top Industries Hiring
- Insurance
What Connecticut Employers Look For
The qualifications that appear most often in financial representative jobs across Connecticut.
- Active FINRA Series 6 or Series 7 registration recognized by Connecticut financial regulators
- Connecticut insurance producer license for life, accident, and health lines
- Bachelor's degree in finance, business, economics, or a closely related field
- Demonstrated ability to build and maintain a client book through referrals or outreach
- Proficiency with CRM platforms and financial planning software used in client presentations
- Strong written and verbal communication skills for client proposals and compliance documentation
Financial Representative Jobs in Connecticut: Frequently Asked Questions
How do you become a financial representative in Connecticut?
Most Connecticut financial representative roles require two credentials: a Connecticut insurance producer license for life and health lines, issued through the Connecticut Insurance Department, and a FINRA securities registration such as the Series 6 or Series 7. Candidates typically hold a bachelor's degree before pursuing either. The insurance license requires passing a state-approved exam, while FINRA exams must be sponsored by a registered broker-dealer, so many candidates secure an offer first and complete licensing during onboarding.
Which companies hire financial representatives in Connecticut?
Connecticut financial representative roles are posted by Northwestern Mutual, American Eagle FCU, and State Farm and others right now, based on current listings on Migrate Mate as of September 2026. Connecticut's dense concentration of insurance carriers and financial services firms along the I-95 and I-91 corridors means consistent hiring volume from both large national employers and regional broker-dealers headquartered in the state.
Which Connecticut cities have the most financial representative jobs?
Stamford, Fairfield, and New Haven post the most financial representative openings in Connecticut. Hartford anchors the market as the state's insurance capital, home to carrier headquarters and corporate benefits offices that drive steady hiring, while Stamford and Bridgeport attract wealth management and brokerage roles tied to their proximity to the New York metropolitan financial ecosystem.
Are there remote financial representative jobs in Connecticut?
Yes, but they are less common than in purely analytical roles because financial representative work often involves in-person client meetings, licensing compliance tied to a specific state, and branch-based supervision. About 25% of financial representative openings tied to Connecticut are remote or hybrid as of September 2026, with remote positions most often found in phone-based financial planning, group benefits enrollment, and back-office financial consulting rather than traditional client-facing sales.
How can I get hired as a financial representative in Connecticut with little or no experience?
The most realistic entry path is joining a Connecticut carrier or broker-dealer that sponsors your licensing from day one. Firms like Aetna and The Hartford run structured associate programs that pair new hires with senior representatives during a training period while the company covers exam fees. Candidates coming from banking, customer service, or insurance claims roles are frequently considered because those backgrounds demonstrate client communication skills. Completing your Connecticut insurance producer exam before applying gives any resume a clear advantage even without prior sales experience.
Where can I find and apply to financial representative jobs in Connecticut?
You can find and apply to financial representative jobs in Connecticut on Migrate Mate, which lists current Connecticut openings across carriers, broker-dealers, and independent financial firms. Search the listings, identify the roles that match your credentials and preferred location within Connecticut, and apply directly to the ones that fit.
See All 14 Financial Representative Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Financial Representative Jobs