Financial Advisor Position Available In Greater Bridgeport Planning Region, Connecticut

Junior Financial Advisor – Shelton, CT ???? $60,000 – $65,000 base + strong commissions & incentives A boutique wealth management firm in Shelton, CT is seeking a driven and coachable Junior Financial Advisor to join their close-knit team. This is an excellent opportunity for a motivated individual with foundational experience in financial advising, particularly in fixed income strategies and insurance products , who is looking to grow within a supportive and entrepreneurial environment. About the

Firm:

With a team of approximately 10 professionals, the firm offers comprehensive financial planning, investment management, and insurance strategies. Advisors here benefit from personalized mentorship, hands-on learning, and significant earning potential as they progress.

Key Responsibilities:

Assist clients with financial planning, insurance, and investment strategies tailored to their unique needs Develop and maintain client relationships through regular communication and review sessions Present solutions involving fixed income products and insurance offerings Collaborate with senior advisors and leadership on case design, portfolio strategy, and client service Participate in business development and client acquisition activities

What We’re Looking For:

1-3 years of experience in financial services, ideally with exposure to both insurance and investment strategies Current insurance license required Knowledge of fixed income solutions and the insurance landscape A growth mindset, strong interpersonal skills, and a desire to build a long-term career as a financial advisor Bachelor’s degree preferred

What We Offer:

Competitive base salary of $60,000 – $65,000 Generous commission structure and performance-based bonuses Training, development, and support to grow into a Lead Advisor role Collaborative, entrepreneurial culture with access to senior leadership Hybrid flexibility and modern tools to support your work