Wealth Advisor
Moneco Advisors
Accelerate your career in wealth management with one of New England’s fastest-growing independent firms. Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative culture with sophisticated planning tools and a personalized client experience — and we’re looking for advisors who are as passionate about people as they are about planning. The Wealth Advisor role is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. We’re looking for ambitious, client-focused individuals who are ready to bring fresh ideas and energy to a forward-thinking team. What You’ll Do You’ll partner with senior advisors to deliver holistic financial planning while building trusted client relationships. Your work will span four key areas: Conduct client meetings and reviews to understand goals and deliver personalized solutions. Build lasting relationships through proactive communication and attentive service. Maintain accurate client records in CRM and planning tools. Financial Plan Development Create and implement holistic financial plans covering investments, retirement, tax, insurance, and estate planning. Collaborate with advisors to analyze and apply planning strategies tailored to each client. Plan Monitoring & Service Track progress of existing financial plans and adjust as client needs evolve. Partner with senior advisors to deliver timely follow-ups and plan updates. Team Collaboration Contribute expertise and support to colleagues across the firm. Share knowledge and participate in joint problem-solving to elevate overall client service. What We’re Looking For Bachelor’s degree. 5+ years of experience as a Financial Advisor in a planning capacity. Series 65 license (required). CFP® designation or willingness to pursue (firm-supported). Strong relationship-building and communication skills. Experience with planning software (eMoney or MoneyGuidePro preferred). Familiarity with CRM systems (Wealthbox a plus). Why Join Moneco Advisors? This is a unique opportunity to grow your career with a team that values innovation, mentorship, and collaboration. You’ll work alongside experienced professionals, contribute from day one, and see firsthand the impact financial planning has on real people’s lives. #J-18808-Ljbffr
- Moneco Advisors in New England is seeking a Wealth Advisor to partner with senior advisors and deliver holistic financial planning for clients. You will conduct client meetings, build lasting relationships, and maintain precise records in planning tools and CRM. The role...Suggested
$40,000 - $150,000 per week
...Experienced Advisor OpportunityAt Ameriprise Financial, we're not just in the business of helping clients with their financial goals... ...Ameriprise Financial LLC is a leading provider of comprehensive wealth management and investment products and services for individuals...SuggestedFull timePart timeDay shiftAmeriprise Financial
Glastonbury, CT2 days ago- ...AdviceOne is hiring for a fast-growing advisory career that starts with a two-year advisor development program. You will work with clients across retirement decisions, asset management, and financial planning, gaining real client experience quickly. The role emphasizes...Suggested
AdviceOne
Glastonbury, CT2 days ago - A financial services firm in Glastonbury, Connecticut is seeking a Financial Services Representative to provide clients with crucial financial guidance. The role involves prospecting clients, developing long-term relationships, and participating in training programs. Candidates...SuggestedWork experience placement
Barnum Financial Group
Glastonbury, CT3 days ago $150k
...Coastal Wealth Management is a growing private wealth advisory firm based in Mystic, CT, currently managing $1.7 billion in assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding...SuggestedFull timeWork at officeImmediate startAmeriprise Financial, Inc.
Glastonbury, CT2 days ago$55k - $75k
...Job Description Job Description Join us as a Financial and Wealth Advisor and become a vital part of a team dedicated to doing good for over 175 years. You'll empower families to plan confidently for the future, offering them stability and security in life's uncertainties...The Vermont Agency
Hartford, CT5 days ago$15 per hour
...Development Manager for the Northeast Financial Group at Prudential Advisors Take your career to the next level at Prudential Advisors !... ...ago Hartford, CT $75,000.00-$100,000.00 6 days ago J.P. Morgan Wealth Management - Private Client Advisor - Avon, CT West Hartford,...Minimum wageFull timeContract workPart timeInternshipImmediate start- ...The Financial Advisor role at TD Wealth in Hartford is a three-year program with a forgivable draw, for financial advisors who will provide financial planning guidance and investment management solutions. The FA will leverage experience to service TD Wealth clients by...
TD
Hartford, CT1 day ago - ...Alera Group is seeking a Financial Advisor to build and manage client relationships across wealth planning, investments, insurance, and retirement planning. This on-site role supports strategic initiatives and delivers customized financial plans to existing clients. You...
Dickerson Group
Wethersfield, CT2 days ago - ...We’re recruiting for a Wealth Advisor on behalf of a local bank in Fairfield County with an established Wealth Management division. Candidates should have a proven track record in establishing new and maintaining existing HNW/UHNW client relationships. Responsibilities...Local area
JCW Group
Hartford, CT5 days ago $75k - $85k
...Job Description Summary: Focus Partners is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our...Work at officeLocal areaRemote work2 days per weekTakeda Pharmaceutical Company Ltd
Hartford, CT3 days ago- ...consequential financial decisions of their lives. If you’re energized by helping people and want a fast track to becoming a trusted advisor, you’ve come to the right place. Training & Development Program Our two-year advisor development program is one of the most...Temporary workLive inImmediate startRemote workWork from homeHome officeAfternoon shift
AdviceOne
Glastonbury, CT5 days ago - ...in retirement planning, you’ve come to the right place. Join a growing advisory firm with strong female leadership as a Financial Advisor-in-Training. At AdviceOne, we believe in empowering individuals to build meaningful careers while making a difference in others’ lives...Temporary workWork at officeImmediate startWork from homeAfternoon shift
$25 - $38.46 per hour
2510 Main Street - Glastonbury, Connecticut 06033 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the entire...Hourly payWork experience placementDay shiftKey Bank
Glastonbury, CT3 days ago- The Financial Advisor role at TD Bank Group in Hartford, CT is a three-year program with a forgivable draw that equips you to provide financial planning guidance and investment solutions. You will review client goals, deliver goals-based advice, and manage client relationships...
$85k - $145k
Mercer Advisors is looking for a Wealth Advisor in Connecticut. The role focuses on deepening relationships with clients, utilizing a dedicated sales team to serve clients efficiently and meet their financial goals through personalized strategies. The position requires...Work at officeRemote work$150k - $170k
Wealth Enhancement in Hartford, CT seeks a Financial Advisor to join a collaborative advisory team. The role involves managing client relationships, sourcing and closing prospects, and supporting senior advisors with planning-based strategies. The position offers a base...$85k - $145k
Job Summary The Wealth Path Wealth Advisor works in a client-focused, team-centered environment under the direction of one of the firm’s Managing Directors and Wealth Path leadership to support the team’s region-wide business development and client service efforts. Essential...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- Alera Group’s Wealth Services team is seeking a Financial Advisor to strengthen client relationships, shape financial strategies, and drive operational excellence within a fast-paced environment. You will meet with prospective clients, guide onboarding, and develop tailored...
$150k - $170k
Wealth Enhancement Group is seeking a Financial Advisor in Hartford, CT to join a collaborative advisory team. Base salary ranges from $150,000 to $170,000, exclusive of commissions and bonuses, with potential variable compensation and equity participation. The role focuses...- A growing advisory firm is seeking a Financial Advisor-in-Training in Glastonbury, CT. This hybrid position offers a comprehensive two-year training program aimed at developing confident financial advisors without the pressure of business generation. Candidates should have...
- JCW Group is assisting a local bank in Fairfield County with an established Wealth Management division to recruit a Wealth Advisor. The ideal candidate will build and maintain relationships with high-net-worth clients, targeting new assets of at least $1M per account....Local area
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business...Full timeWork at office
- Mercer Advisors in Connecticut is looking for a Wealth Path Wealth Advisor to serve as the primary trusted advisor for a portfolio of clients, ensuring their retention and growth. This role involves onboarding new clients, providing financial planning support, and collaborating...
$85k - $145k
Job Summary The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in‑house team of experts to help clients achieve their financial goals. Unlike...Temporary workWork at officeLocal areaRemote workMonday to Friday- TD Bank Hartford is seeking a Financial Advisor Associate to attract and retain clients by addressing wealth management needs. You will analyze client financials, educate on investment and insurance strategies, and tailor solutions to meet long‑term goals. The role requires...
- ...and expertise, then we would like to talk to you! Our well-established and growing financial firm is expanding and seeking to add an Advisor to our Team! We market in multiple channels and actually put appointments on your calendar. We also have existing house accounts...Work at officeWeekday work
Johnson Brunetti
Wethersfield, CT4 days ago $80k - $85k
...OVERVIEW Financial Advisor – Wealth Services Location: On-Site At Alera Group, our Wealth Services team supports individuals and families in building, protecting, and transferring wealth through comprehensive financial planning and investment strategies. We’re seeking...Work at officeLocal areaDickerson Group
Wethersfield, CT2 days ago$61k - $119k
...Financial Advisor OpportunityBecoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you... ...-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
West Hartford, CT3 days ago- Financial Aid Counselor Application Deadline 8/31/2026 Full-Time Regular 201535 C26-032 Financial Aid Counselor Financial Aid Office Central Connecticut State University invites applications to jointhe Financial Aid Office as a full-time Financial Aid Counselor. Weseek...Full timeTemporary workWork experience placementWork at officeFlexible hours
The Chronicle of Higher Education
New Britain, CT4 days ago
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