70 client advisor jobs at 25 companies in Ellington, CT
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Private Client Advisor
East Haven, Connecticut, United States
HybridFull Time
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.
2mo
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Transportation Client Advisor
Wallingford, Connecticut, United States
$75k-$150k/yr HybridFull Time
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
3d
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Client Service Advisor
Longmeadow or Springfield or New York
OnsiteFull Time
Bachelor’s degree in Finance, Business, or related field preferred; financial services or advisory experience; sales success; CRM and financial planning software proficiency; Series 65 or Series 7 and 66 required.
CRM, Salesforce, Microsoft Office Suite, Microsoft Excel, Microsoft Outlook
1w
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Work From Home - Client Benefits Advisor
Johnston, Rhode Island, United States
RemoteFull Time
Requires dedication to customer service, strong communication and interpersonal skills, team leadership ability, and interest in professional growth and development.
Zoom
3mo
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Client Relationship Analyst
Worcester or Middleton
$15-$43/hr OnsiteFull Time
High school diploma required (college preferred). Strong client service, Microsoft Office skills, attention to detail, and willingness to obtain required FINRA series licenses. Ability to execute money movements and support advisors.
MSOnline, eSign, eAuthorization, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Zoom
1mo
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AVP, Advisor
West Hartford, Connecticut, United States
$88k-$120k/yr HybridFull Time
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
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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Wealth Advisor - New Haven - CT
New Haven, Connecticut, United States
$105k-$250k/yr OnsiteFull Time
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.
1w
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Financial Advisor
Paramus or Farmington
OnsiteFull Time
Seeking ethical, articulate, self-motivated, entrepreneurial candidates with a passion for client service, hard work, continuous improvement, and building a financial advisory business.
1mo
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Financial Advisor
Springfield, Massachusetts, United States
$90k-$120k/yr OnsiteFull Time
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
2w
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Financial Advisor
Hartford, Connecticut, United States
$61k-$250k/yr OnsiteFull Time
Bachelor's degree, relationship-building or client-facing success, strong communication, time management, critical thinking, motivation, and legal US work authorization without sponsorship.
planning software
3w
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Wealth Advisor
Westerly or Providence
$125k-$175k/yr OnsiteFull Time
10+ YOECFP or CTFA required or in progress, Bachelor's in Finance/Business, 10+ years experience in financial planning/wealth advisory, strong fiduciary focus, client relationship and communication skills.
CRM
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Financial Advisor
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
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
Wethersfield, Connecticut, United States
$80k-$85k/yr OnsiteFull Time
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
2mo
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Lead Advisor, Atlanta - KAR
Atlanta or Los Angeles or Hartford or United States
$120k-$150k/yr RemoteFull Time
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
1w
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Beauty Advisor - Flex
Uncasville, Connecticut, United States
$18-$21/hr OnsitePart Time
Retail, hospitality, or client-service experience; excellent communication; product-learning ability; teamwork; reliable attendance; and ability to lift and carry up to 50 pounds.
3w
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Beauty Advisor - Flex
West Hartford, Connecticut, United States
$20-$23/hr OnsiteFull Time, Part Time
Retail or client-facing experience, strong communication, ability to lift up to 50 lbs, meet required weekly shifts and be available nights/weekends/holidays.
1w
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Beauty Advisor - Part Time
West Hartford, Connecticut, United States
$20-$23/hr OnsitePart Time
Retail, hospitality, or client-focused service experience; strong communication, interpersonal, teamwork, product-learning, and client relationship skills; ability to lift and carry up to 50 pounds.
4d
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Associate Wealth Advisor
Wallingford, Connecticut, United States
$65k-$81k/yr OnsiteFull Time
1+ YOEBachelor's degree in business, finance, or related field; 1–3 years investment advisory experience preferred; active Series 65, Series 66, or qualifying designation such as CFP; clean U4/U5 history and strong client service skills.
3w
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Financial Advisor-in-Training
Glastonbury, Connecticut, United States
$60k/yr HybridFull Time
Bachelor's degree required (or graduation within six months). Strong client-facing, communication, problem-solving skills and growth mindset; finance experience not required.
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