Financial Associate – Grad Training Program

Sacred Heart University; Fairfield (CT); On-site; USD 10,000 - 60,000; Full time

Job summary

A financial services company is seeking ambitious individuals for the Financial Associate position in Fairfield, Connecticut. This entry-level role offers substantial training and support, with an uncapped earning potential through commission-based compensation. Ideal candidates are recent graduates with a Bachelor's degree in Finance or a related field, possessing strong interpersonal skills and a passion for financial success. Join a dynamic team and make a positive impact in clients' lives while building your career.

Benefits

Industry-leading training and support

Unlimited income opportunity

Positive collaborative culture

Qualifications

• Bachelor's degree in Finance or a related field is required.
• Strong interpersonal and communication skills.
• Self-starter attitude with an entrepreneurial mindset.

Responsibilities

• Identify and pursue new clients through various prospecting methods.
• Conduct comprehensive financial analyses to understand clients' needs.
• Build and manage your own client portfolio, maintaining relationships.

Skills

Interpersonal skills

Communication skills

Entrepreneurial mindset

Adaptability

Education

Bachelor's degree in Finance or business-related field

Job description

Recruitment began on November 24, 2025

and the job listing Expires on December 25, 2025

Training Program geared for recent grads. This position will be starting in the beginning of 2026.

Full job description

Are you a dynamic go-getter with a passion for financial success? Do you thrive in a collaborative and energetic environment? Strategies for Wealth is seeking ambitious individuals to join our team as Financial Associate. As a key player in our mission to redefine wealth, you’ll have the chance to build relationships, transform lives, and create your own success story.

About Us:

At Strategies for Wealth, we are on a mission to redefine the way the world perceives wealth. Our dedicated professionals are committed to delivering unparalleled service and integrity, providing protection and prosperity that transforms the lives of our clients, their families, and communities.

Are You Looking for a Career With:

• Industry-leading training and Support? Access to cutting‑edge training programs to equip you with the knowledge and skills needed for success.
• Unlimited Income Opportunity? Enjoy the freedom to determine your income with uncapped earning potential through commission‑based compensation.
• The Opportunity to Help People Every Day? Make a positive impact on the lives of clients by providing financial solutions that meet their needs and goals.
• A Fun, Vibrant, Collaborative Culture? Join a dynamic team with a culture that values collaboration, innovation, and a positive work environment.

Responsibilities:

• Prospecting and Client Acquisition: Identify and pursue new clients through various prospecting methods including cold sourcing and prospecting.
• Financial Consultation: Conduct comprehensive financial analyses to understand clients’ needs and provide tailored solutions.
• Business Development: Build and manage your own client portfolio, nurturing long‑term relationships through regular communication and reviews.
• Continuous Learning: Stay abreast of industry trends, market conditions, and product knowledge to provide informed advice to clients.
• Compliance and Ethics: Adhere to industry regulations and ethical standards to ensure the highest level of service and trust.

Qualifications:

• Bachelor’s degree in Finance or business related field required.
• Strong interpersonal and communication skills.
• Entrepreneurial mindset and a self-starter.
• Passion for helping others achieve financial success.
• Willingness to learn and adapt in a dynamic industry.

If you are ready to kick‑start your career, make a meaningful impact, and be part of a company that values your growth, apply now!