Private Client Advisor Jobs in Connecticut
Private Client Advisor jobs in Connecticut are open across Hartford, Avon, and East Haven and other Connecticut metros, with employers like JPMorganChase, KeyBank, and Marsh McLennan Agency hiring at every experience level. Find a role that fits below and apply directly.
Find Private Client Advisor JobsOverview
Showing 5 of 8+ Private Client Advisor jobs
Company:
Marsh McLennan Agency
Description:
Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 2 + years’ personal lines insurance experience with High Net Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
Company:
Marsh McLennan Agency
Description:
Client Advisor
Our not-so-secret sauce.
Award-winning, inclusive, Top Workplace culture doesn’t happen overnight. It’s a result of hard work by extraordinary people. The industry’s brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can make your mark as a Client Advisor at MMA.
Marsh McLennan Agency (MMA) provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world’s leading professional services firm, Marsh McLennan (NYSE: MRSH).
A day in the life.
As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs. You'll present clients with accurate market data from reliable sources, helping them navigate complex risks with confidence. Providing proactive, day-to-day client service is key—anticipating clients needs and addressing questions or issues in person, over the phone, or via email. You'll gather important information about their risk management needs and financial loss tolerance, then evaluate and propose a variety of solutions to effectively manage their risks. Additionally, you'll create and present renewal proposals to existing clients and conduct engaging annual Client Advisory reviews. Your success will be measured by client retention through exceptional service and new business development via referrals and expanded client programs. You'll also negotiate with multiple insurance carriers to offer comprehensive coverage options, all while ensuring compliance with industry laws and regulations.
Our future colleague.
We’d love to meet you if your professional track record includes these skills:
- 2 + years’ personal lines insurance experience with High Net Worth clientele
- Property & Casualty (P&C) License
- Client service orientation with balance on managing expectations
- Ability to travel for client and company meetings as needed
These additional qualifications are a plus, but not required to apply:
- Bachelor’s degree
- Professional designations a plus, e.g., CPCU, CIC, CPRIA, etc.
- Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE
We know there are excellent candidates who might not check all of these boxes. Don’t be shy. If you’re close, we’d be very interested in meeting you.
Valuable benefits.
We value and respect the impact our colleagues make every day both inside and outside of work. Our culture promotes colleague well-being through robust benefits programs and resources, professional and personal development opportunities, and fulfillment through meaningful work.
Some benefits included in this role are:
- Generous time off, including personal and volunteering
- Tuition reimbursement and professional development opportunities
- Hybrid work
- Charitable contribution match programs
- Stock purchase opportunities
To learn more about a career at MMA, check us out our website or flip through recruiting brochure.
Follow us on social media to meet our colleagues and see what makes us tick:
- X
Who you are is who we are.
We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams.
Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers.
See All 8 Private Client Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Private Client Advisor JobsPrivate Client Advisor Jobs by City in Connecticut
Where Connecticut roles are concentrated, by current openings.
Private Client Advisor Job Market in Connecticut
A snapshot from current Connecticut openings, updated as new roles post.
Who's Hiring
- JPMorganChase4
- KeyBank3
- Marsh McLennan Agency1
Top Industries Hiring
- Banking & Financial Services6
- Fintech3
- Investment & Asset Management3
- Consulting & Professional Services1
What Connecticut Employers Look For
The qualifications that appear most often in private client advisor jobs across Connecticut.
- FINRA Series 7 and Series 66 or Series 65 licenses required
- Minimum three to five years of experience managing high-net-worth client relationships
- Bachelor's degree in finance, business, or a related field
- CFP, CFA, or CIMA designation preferred or required at senior levels
- Demonstrated ability to prospect, onboard, and retain affluent clients
- Proficiency with CRM platforms such as Salesforce or Redtail
Private Client Advisor Jobs in Connecticut: Frequently Asked Questions
How many private client advisor jobs are there in Connecticut?
There are 8+ private client advisor openings in Connecticut on Migrate Mate as of June 2026, with the most roles in Hartford, Avon, and East Haven. New positions post regularly as employers across Connecticut hire.
How much do private client advisors make in Connecticut?
Private client advisors in Connecticut earn a median of about $129,720 a year, based on May 2025 Bureau of Labor Statistics wage data, ranging from around $59,890 for the lowest 10% to over $388,240 for the top 10%. Pay rises with experience, specialty, and employer.
Which Connecticut cities have the most private client advisor jobs?
Hartford, Avon, and East Haven have the most private client advisor openings in Connecticut right now, with additional roles spread across smaller metros statewide.
Which companies hire private client advisors in Connecticut?
Employers hiring private client advisors in Connecticut include JPMorganChase, KeyBank, and Marsh McLennan Agency, based on current listings on Migrate Mate as of June 2026.
Are there remote private client advisor jobs in Connecticut?
Yes. About 50% of private client advisor openings tied to Connecticut are remote or hybrid as of June 2026. The rest are on-site roles based in Connecticut metros.
How do I apply for private client advisor jobs in Connecticut?
You can apply to private client advisor jobs in Connecticut directly on Migrate Mate. Search the listings above, find roles that match your experience and preferred Connecticut location, then apply to each one that fits.
See All 8 Private Client Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Private Client Advisor Jobs