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75 client advisor jobs at 26 companies in Bristol, CT

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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
KeyBank
KeyBankNYSE: KEY: Provides retail, commercial, and investment banking products and services.
Sales-focused advisor for mass-affluent clients; requires FINRA SIE, S7, S66/S63 and S65, resident state insurance licenses; high school diploma required (BA preferred); ability to obtain required licenses if not held.
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
Acrisure
Acrisure: Provides AI-powered insurance, financial, and business risk solutions.
3+ YOE3+ years client-facing or business development experience; P&C or Life & Health license preferred or able to obtain; experience with CRM and AI applications; strong communication and consultative sales skills.
CRM, AI
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Private Client Advisor
Norwalk, Connecticut, United States
HybridFull Time
Marsh McLennan
Marsh McLennanNYSE: MRSH: Global professional services firm providing risk, strategy, and people solutions.
2+ YOE2+ years personal lines insurance experience with high-net-worth clientele, active P&C license, strong client service, ability to travel for meetings, and familiarity with luxury carriers a plus.
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4d
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Client Advisor with Athletic Background
West Hartford, Connecticut, United States
$71k-$88k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance, investment services, and financial planning.
State insurance licenses required (training provided), bachelor's preferred, strong interpersonal and analytical skills, sales and client relationship experience beneficial, coaching mindset.
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4d
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Client Advisor with Athletic Background
Stamford or Westport or Fairfield
$70k-$95k/yr HybridFull Time
Northwestern Mutual
Northwestern Mutual: Providing financial planning, insurance, and investment management services.
Prefer bachelor’s in finance/business; strong interpersonal, analytical, and client-development skills; state insurance license required (training provided); prior sales/financial experience beneficial.
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Work From Home - Client Benefits Advisor
New Haven, Connecticut, United States
RemoteFull Time
AO Garcia Agency
AO Garcia Agency: Sells life and supplemental health insurance to working families.
Guide and educate interested clients remotely; self-starter, competitive, coachable, no cold outreach, opportunity for leadership; interviews via Zoom.
Zoom
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
Deliver client service support to Financial Advisors, ensure timely and accurate client materials, learn technology platforms, and act with a client-centric mindset; high school diploma required.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4w
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Wealth Management Client Associate
Fairfield, Connecticut, United States
$25-$44/hr OnsiteFull Time
Bank of America
Bank of AmericaNYSE: BAC: Provides banking, investment, and financial risk management services.
Provide client service support for Financial Advisors, strong client focus, detail orientation, adaptability to technology, and professional communication skills.
Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Salesforce
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4w
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Director of Advisor Experience
Norwalk, Connecticut, United States
OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provider of financial planning, investment, and insurance services.
Leadership experience overseeing client/advisor service teams, process design, cross-functional collaboration, and performance management to deliver a pre-eminent advisor experience.
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
Aon
AonNYSE: AON: Global professional services firm providing risk and people solutions.
4+ YOEMinimum 4 years wealth management experience, bachelor’s degree preferred, proficiency in Microsoft Office and CRM, strong communication, project management, and client service skills.
Microsoft Office, CRM
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr OnsiteFull Time
Wealthspire
Wealthspire: Provides integrated wealth management and financial advisory services.
4+ YOE4-7 years wealth management experience, bachelor’s degree preferred, proficiency with Microsoft Office, strong communication, planning, and client service skills; supervisory experience a plus.
Microsoft Office
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2w
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Wealth Advisor - New Haven - CT
New Haven, Connecticut, United States
$105k-$250k/yr OnsiteFull Time
Citizens Financial Group
Citizens Financial GroupNYSE: CFG: Provides retail, commercial, and private banking services to customers.
2+ YOEActive Series 7 and 63/65 (or 66), life/health/variable insurance license (or obtain within 60 days), minimum 2 years financial advisor experience, track record in new business development, familiarity with high-net-worth clients; bachelor\u0002s degree preferred.
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2w
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
Grenier Financial Advisors
Grenier Financial Advisors: Provides customized financial planning and investment advisory services.
Series 7 required, professional client-facing experience, proficiency with financial planning software and Microsoft Office, ability to work on-site in Springfield, MA, and maintain confidentiality.
RightCapital, eMoney, MoneyGuidePro, Microsoft Word, Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook
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3w
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Financial Advisor
New Haven, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Northwestern Mutual
Northwestern Mutual: Provides life insurance and wealth management services to individuals.
Bachelor's degree, entrepreneurial mindset, client-facing experience, licensing (SIE, Series 6/7/63, life/accident & health) required; strong communication and time-management skills.
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
Alera Group
Alera Group: Provides insurance brokerage, risk management, and financial advisory services.
6+ YOE6+ years financial services experience with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to obtain/maintain FINRA and insurance licenses.
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Financial Advisor
Fairfield or Bridgeport
OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and institutional banking and trust services.
4+ YOE4+ years investment or insurance sales experience; proven track record growing client relationships and assets; Series 7, 63 and 65 or 66; life/variable insurance; strong business development and networking skills.
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Financial Advisor
Fairfield or Bridgeport
OnsiteFull Time
M&T Bank
M&T BankNYSE: MTB: Provides retail, commercial, and wealth management banking services.
4+ YOE4+ years investment and/or insurance sales experience; proven track record growing client relationships and AUM; Series 7, 63, 65 or 66 and life/variable insurance license required; strong business development and networking skills.
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
Alera Group
Alera Group: National firm providing insurance brokerage and financial services.
6+ YOE6+ years in financial services with emphasis on sales and client relationship management; strong investment and retirement planning knowledge; excellent communication; ability to work in a fast-paced environment. Preferred: Series 65 or Series 7 & 66, Connecticut Life & Health, CFP.
iCIMS
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
Virtus Investment Partners
Virtus Investment PartnersNYSE: VRTS: Provides investment management services to individual and institutional investors.
5+ YOEBachelor's in finance/economics required, 5+ years wealth advisory experience, Series 65/66 (or CFP/CFA waiver), proficiency with eMoney, Salesforce and Microsoft platform, strong communication and client management skills.
Microsoft, eMoney, Salesforce
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Beauty Advisor - Flex
Danbury, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Sephora
Sephora: Global retailer of prestige beauty and personal care products.
Retail or client-facing experience, strong communication and interpersonal skills, passion for beauty, ability to lift up to 50 lbs, and availability for nights, weekends, and holidays.
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