Careers with Connecticut Wealth Management, LLC

Careers at CTWM

Our founders set out to revolutionize the traditional workplace — the services we deliver, how they are delivered, providing unrivaled client experiences and career paths for our professionals. Experience a culture that thrives on innovation, embraces inclusiveness, and welcomes fresh perspectives.

Ready for your next challenge?

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Client Service Associate

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work. The Client Service Associate plays an important role in delivering exceptional service and operational support to the Client Service Specialist and, inevitably, clients. This position requires strong attention to detail, a commitment to learning the role, and the ability to execute essential servicing transactions accurately and efficiently. The ideal candidate […]

Director of Business Owner Services

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work. Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. We are seeking a dynamic leader to oversee business owner planning engagements within our innovative business owner services program offering. This program offers business planning through a personal financial lens, helping entrepreneurs understand the interconnectedness of their […]

Manager, Client Service

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm voted one of Connecticut’s Best Places to Work. Connecticut Wealth Management (CTWM) is a well-established, fast-growing, independent, registered investment advisory firm. The Manager, Client Service serves as the direct leader and primary point of accountability for the firm’s service team. This role ensures operational excellence, client experience consistency, and team development through proactive leadership, training, and collaboration with advisory and […]

Do What You Love

Do you thrive in a positive, supportive, and collaborative work environment? Grow your career with the firm recognized as a 2024 Best Place to Work in Connecticut.

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Perks and Benefits

There’s a life at work and life outside of work. We want everyone to be healthy, travel often, give back, and have the financial resources and support they need.

Medical, dental & vision insurance (plus full HSA contribution)
Firm paid life, long-term & short-term disability
Sick time and five (5) weeks paid vacation
Parental leave and longevity sabbatical plan
401(k) plan with employer contributions
Volunteer Time Off
Firm paid certifications and continuing education opportunities
Mental Health Programs
Wellness Program & On-site gym

Life at CTWM

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Our Core Values

At CTWM, our culture defines who we are. It’s what makes us different, and it’s a key element to our continued success. We embrace it and live it every day because it builds the foundation for growth that helps us all make the right choices for our clients and our teammates.

• Integrity
• Positive
• Empathetic
• Supportive

• Authentic
• Drive & Grit
• Collaborative

Case Study: Create a Magnetic Work Culture to Attract and Retain Talent

Culture may hold the key to attracting and retaining the key talent organizations need.

Learn more about Connecticut Wealth Management’s magnetic work culture in this case study featured in the summer/fall edition of The Endeavor by InsureGood.

Culture & Careers