Wealth Advisor Jobs in Connecticut
Wealth Advisor jobs in Connecticut are concentrated in financial services, private banking, and wealth management firms, with the state ranking among the most active markets in the Northeast for this role at every level from associate advisor to senior portfolio manager. Most hiring is in Greenwich, Hartford, and Stamford, where firms like Morgan Stanley, UBS, and Synchrony Financial have longstanding operations. The most in-demand specialties are high-net-worth client management, estate and trust planning, and retirement income strategies. See the openings below and apply to the ones that match your experience.
Find Wealth Advisor JobsOverview
Showing 5 of 7+ Wealth Advisor jobs
Job Type: Full-time
Candidates must be local to Danbury, CT.
Calling all recent grads! Northwestern Mutual is growing our team of financial representatives. The Abbass Agency is accepting applications from highly successful individuals to join our *brand new* Danbury District office.
A career with our team allows you the opportunity to make an impact on others by helping them achieve financial security. We work with all types of clients ranging from individuals, families, and business owners. Our financial representatives provide long-term financial planning solutions including but not limited to insurance, investments, retirement planning, education planning and much more.
This role may be a fit for you if...
- You know how to connect with people, building personal, trusted relationships
- You are a driven person who is committed to succeeding
- You are ready to earn more for your hard work
- You enjoy helping others and have a desire to make an impact
- You are ready to live the life you want, both personally, professionally, and financially
What does a career with Northwestern Mutual offer you?
- Licensing sponsorship - NYS Insurance License, SIE, Series 7 & Series 63.
- Extensive training and development through our award-winning training program
- The opportunity to build your own business with the backing of a Fortune 100 company
- Flexibility, autonomy, independence
- Uncapped earning potential
- Opportunities for growth and professional development
- Comprehensive benefits package
Compensation & Benefits
This is a commission-based career with some startup capital provided in the first year to help you get started. Individuals who tend to thrive in this role are those seeking uncapped earning potential, autonomy and independence and a role that rewards them for the work they put in.
- Training Bonus: Up to $3,500 upon finishing training, based on timely completion of onboarding tasks, individual metrics, and licensing requirements.
- First-Year Stipends & Bonuses: Up to $26,000 based on weekly activity metrics and $29,000 additional bonuses based off incentives throughout your first year.
- Commissions: Uncapped earning potential with enhanced commissions for your first few years.
- Benefits: Comprehensive benefits including health, dental, and vision insurance; employee assistance program, employee discount, financial planning services, flexible schedule, flexible spending account, Life insurance, parental leave, professional development assistance, and retirement plan.
Don't have a background in Finance?
That is ok! 83% of our advisors have no prior finance background! We provide in-depth, nationally ranked training and support and partner you with industry experts until you are ready to do it on your own. We are looking for individuals with a history of success in their career, college athletics or having a military background. Those that tend to thrive in this career have previous sales or business development experience, strong interpersonal skills, grit, motivation and are extremely goal oriented.
Why join Northwestern Mutual?
- FORTUNE® 500 Rank: No. 111
- One of “World’s Most Admired” companies (FORTUNE® Magazine, 2024)
- Unsurpassed Financial Strength Rating amongst all major credit agencies
- TOP 5 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews) Wealth Management: $281 billion retail investment client assets held or managed by Northwestern Mutual
- Recipient of the 2024 APEX Award from Training Magazine
- Best Places to Work #82 (Glassdoor, 2021)
- America's Best Employers for Diversity (Forbes, 2023)
Pay: From $55,000.00 per year
Benefits:
- Dental insurance
- Health insurance
- Retirement plan
Ability to Commute:
- Danbury, CT 06810 (Required)
Work Location: In person
See All 7 Wealth Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Wealth Advisor JobsWealth Advisor Jobs by City in Connecticut
Where Connecticut roles are concentrated, by current openings.
Wealth 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
What Connecticut Employers Look For
The qualifications that appear most often in wealth advisor jobs across Connecticut.
- Active FINRA Series 65 or Series 66 registration recognized in Connecticut
- Bachelor's degree in finance, economics, business, or a related field
- CFP or CFA designation or active candidacy strongly preferred
- Demonstrated experience managing client investment portfolios or financial plans
- Strong knowledge of estate planning, tax strategy, and retirement accounts
- Ability to build and maintain a client book in the Connecticut market
Wealth Advisor Jobs in Connecticut: Frequently Asked Questions
How do you become a wealth advisor in Connecticut?
To work as a wealth advisor in Connecticut, you typically need to pass the FINRA Series 65 exam to register as an Investment Adviser Representative, or the Series 66 if paired with a Series 7. Connecticut advisors who manage securities must register with the Connecticut Department of Banking. Most employers also require a bachelor's degree in finance or a related field, and earning a CFP designation significantly strengthens your candidacy for client-facing roles.
How much do wealth advisors make in Connecticut?
Wealth 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 companies hire wealth advisors in Connecticut?
Employers hiring wealth advisors in Connecticut right now include Johnson Financial Planning, M&T Bank, and JPMorganChase, based on current listings on Migrate Mate as of November 2026. Connecticut's concentration of hedge funds, private banks, and insurance company headquarters in Fairfield County and Hartford makes it one of the most active states for consistent wealth advisor hiring.
Which Connecticut cities have the most wealth advisor jobs?
Danbury, Avon, and Cheshire have the most wealth advisor openings in Connecticut. Greenwich and Stamford dominate because of the dense concentration of hedge funds, private equity firms, and major bank offices in Fairfield County, while Hartford draws demand from insurance industry giants and regional banking institutions that maintain large wealth management divisions there.
Are there remote wealth advisor jobs in Connecticut?
Yes, but they're less common than in purely analytical roles because wealth advising depends heavily on client relationships and in-person trust-building. About 25% of wealth advisor openings tied to Connecticut are remote or hybrid as of November 2026, with remote arrangements most frequently available for back-office planning, financial modeling, and paraplanning support functions rather than primary client-facing advisory positions.
How can I get hired as a wealth advisor in Connecticut with little or no experience?
The most realistic entry path is applying for a financial advisor associate or paraplanner role at one of Connecticut's large bank-affiliated wealth management divisions or insurance carriers, such as those headquartered in Hartford or Stamford. Many firms run structured new-advisor training programs that pair licensing support with mentorship. Passing your Series 65 before applying and pursuing CFP coursework signals commitment. Lateral moves from roles like bank branch advisor, financial analyst, or insurance underwriter are common stepping stones at Connecticut employers.
Where can I find and apply to wealth advisor jobs in Connecticut?
You can find and apply to wealth advisor jobs in Connecticut on Migrate Mate, which lists current Connecticut openings from employers across the state. Search the listings to find roles that match your experience level and specialization, then apply directly to the ones that fit.
See All 7 Wealth Advisor Jobs in Connecticut
Find roles in Connecticut that match your experience and apply in just a few clicks.
Find Wealth Advisor Jobs