Financial Advisor Jobs in Shelton, CT: Lucrative $100K-$250K Opportunity at Strategies for Wealth Management
Are you seeking rewarding financial advisor jobs in Shelton, CT? This comprehensive guide spotlights a standout position at Strategies for Wealth Management LLC, offering competitive salaries between $100,000 and $250,000 per year. Discover the role’s responsibilities, perks, and essential steps to launch your career in wealth management careers. With a focus on client success and innovative tools, this job exemplifies top-tier opportunities in the financial services industry.
Introduction
Financial advisors play a pivotal role in helping individuals and businesses achieve long-term financial goals through personalized planning, investment strategies, and ongoing support. A recent job posting from Strategies for Wealth Management LLC in Shelton, Connecticut, highlights an exciting opening for a financial advisor. Posted on August 17, 2025, this position promises substantial earning potential—$100,000 to $250,000 annually—making it ideal for experienced professionals in financial planning careers.
Located in Shelton, CT, a hub for financial services in Fairfield County, this role emphasizes staying ahead with cutting-edge tools to ensure clients remain aligned with their objectives. Whether you’re a seasoned advisor or transitioning into wealth management, this opportunity underscores the demand for skilled experts who deliver value in dynamic markets.
Why Shelton, CT for Financial Advisor Roles?
Shelton offers proximity to New York City’s financial district while providing a balanced lifestyle. The area’s growing economy supports high-caliber financial advisor jobs near me, with average salaries exceeding national benchmarks due to affluent client bases.
Analysis
This job description reveals a client-centric position focused on innovation and adaptability. Strategies for Wealth Management LLC seeks advisors who provide continuous access to advanced tools, helping clients maintain progress toward financial targets. The emphasis on “staying informed” with the latest industry developments positions this as a forward-thinking role in wealth management jobs.
Core Responsibilities
Financial advisors in this capacity will:
- Deliver personalized financial strategies using innovative verification tools to track client progress.
- Monitor market trends and update clients on emerging opportunities.
- Expand professional capabilities through access to proprietary methods and resources.
These duties align with standard practices outlined by the Financial Industry Regulatory Authority (FINRA), ensuring compliance and client trust.
Company Overview: Strategies for Wealth Management LLC
Strategies for Wealth Management LLC specializes in comprehensive wealth solutions, from retirement planning to investment portfolios. Based in Shelton, CT, the firm prioritizes ongoing education and technological integration, as evidenced by their offerings of the latest tools for advisors and clients alike.
Summary
In summary, this financial advisor job in Shelton, CT at Strategies for Wealth Management LLC offers a salary range of $100,000–$250,000 USD per year. Key highlights include innovative client support tools, professional growth opportunities, and a location conducive to high-net-worth clientele. This role suits certified professionals ready to drive client success in a competitive field.
Key Points
- Location: Shelton, CT – A strategic spot in Connecticut’s financial corridor.
- Salary: $100,000–$250,000 annually, often commission-based on assets under management (AUM).
- Company: Strategies for Wealth Management LLC, focused on wealth preservation and growth.
- Posting Date: August 17, 2025.
- Perks: Access to cutting-edge tools, continuous training, and market insights for career advancement.
- Keywords for Search: Financial advisor salary CT, wealth management careers Shelton, high-paying finance jobs.
Practical Advice
To secure financial advisor positions like this, follow these verifiable steps grounded in industry best practices.
Prepare Your Qualifications
Obtain necessary licenses: Series 7 (General Securities Representative) and Series 66 (Uniform Combined State Law), administered by FINRA. A Certified Financial Planner (CFP) designation boosts credibility, requiring a bachelor’s degree, 6,000 hours of experience, and passing a rigorous exam.
Application Tips
- Customize Your Resume: Highlight AUM experience, client retention rates, and software proficiency (e.g., CRM tools like Salesforce).
- Network Locally: Join Connecticut chapters of the Financial Planning Association (FPA).
- Apply Promptly: Visit the company’s site or job boards like Indeed or LinkedIn for the “Apply Now” link.
- Interview Prep: Discuss fiduciary standards and case studies on portfolio diversification.
Skill Development
Enhance expertise in tax-efficient investing and ESG (Environmental, Social, Governance) factors, increasingly demanded in modern wealth management careers.
Points of Caution
While attractive, high-salary financial advisor jobs often involve commissions tied to performance. Verify the firm’s registration with the SEC via EDGAR database. Watch for unrealistic guarantees—earnings depend on client acquisition and retention. Ensure the role complies with DOL fiduciary rules under Regulation Best Interest (Reg BI).
Red Flags in Job Postings
- Vague compensation details without base salary disclosure.
- Promises of “guaranteed” high earnings without experience requirements.
- Unregistered firms—check FINRA’s BrokerCheck.
Comparison
Compared to national averages, this Shelton, CT, role stands out. BLS data shows a median financial advisor salary of $99,580, but Connecticut advisors average $124,490 (BLS 2023). Top 10% nationally earn over $239,200, aligning with the $250,000 ceiling here.
Regional Breakdown
| Region | Median Salary | Source |
|---|---|---|
| National | $99,580 | BLS 2023 |
| Connecticut | $124,490 | BLS 2023 |
| Shelton Area (Est.) | $130,000+ | Glassdoor Avg. |
| This Job | $100K-$250K | Posting |
Versus entry-level roles at $60,000–$80,000, this targets mid-to-senior advisors, often with 5+ years’ experience.
Legal Implications
Financial advising is heavily regulated. Advisors must adhere to SEC Regulation Best Interest (2020), prioritizing client interests. State licenses via NASAA are mandatory. Non-compliance risks fines or bans, as seen in FINRA enforcement actions. This role likely requires fiduciary status, verifiable through Form ADV filings for Strategies for Wealth Management LLC.
Key Regulations
- Reg BI: Ensures recommendations suit clients’ best interests.
- DOL Fiduciary Rule: Applies to retirement advice.
- Anti-Money Laundering (AML): Mandatory reporting under BSA.
Conclusion
This financial advisor job at Strategies for Wealth Management LLC in Shelton, CT, represents a prime chance for professionals eyeing $100K–$250K salaries in wealth management. By leveraging innovative tools and client-focused strategies, you’ll contribute to financial security while advancing your career. Apply today to join a firm committed to excellence—verify details and prepare thoroughly for success in this vital industry.
FAQ
What is the salary for a financial advisor in Shelton, CT?
Ranges from $100,000 to $250,000 annually for this role, depending on experience and performance.
Do I need certifications for financial advisor jobs?
Yes, Series 7 and 66 licenses are standard; CFP is highly recommended.
How do I check if Strategies for Wealth Management LLC is legitimate?
Use FINRA BrokerCheck or SEC EDGAR for registration verification.
What skills are essential for wealth management careers?
Analytical abilities, client communication, market knowledge, and ethical compliance.
Is this job commission-based?
Likely a mix of base and commissions, common in financial advising per industry norms.
Leave a comment