Join Our Team

At Thimble Island Private Wealth, we’re proud to cultivate a team that values integrity, collaboration, and a client-first mindset. Our culture is built on thoughtful service, continuous learning, and a shared commitment to doing what’s right—for our clients, our colleagues, and our community.

We also believe in giving back. Whether through local volunteer efforts, financial education initiatives, or community partnerships, we’re dedicated to making a positive impact beyond the office.

If you’re aligned with our values and interested in being part of a purpose-driven team, we invite you to explore the opportunities below.

• Internship 
  We’re currently hiring for an in-office internship for winter 2026. This is part of an ongoing program designed to provide students and early-career professionals with meaningful exposure to wealth management, client service, and marketing.

• Account Executive – Registered Representative

  Location: Branford, CT
  Position Type: Full-Time, In-Office

  Thimble Island Private Wealth is seeking a motivated and client-focused Account Executive to join our team. This is an excellent opportunity for a licensed financial professional who is passionate about delivering exceptional client service while supporting financial advisors in a collaborative, relationship-driven environment.

  The ideal candidate is detail-oriented, organized, and committed to providing a high level of professionalism in every client interaction.

  Responsibilities

  Serve as a primary point of contact for clients, providing responsive and professional service.
  Support financial advisors with account servicing, client communications, and day-to-day operations.
  Prepare client meeting materials and assist with follow-up communications.
  Ensure compliance with FINRA, SEC, and firm policies and procedures.
  Maintain confidentiality while handling sensitive financial information.
  Contribute to a positive, team-oriented office environment.
  

  Qualifications

  Required: Securities Industry Essentials (SIE) Exam 
  FINRA Series 7 License or obtained within 6 months of start date
  FINRA Series 66 License (or equivalent) or obtained within 6 months of start date
  2+ years of experience in the financial services or wealth management industry preferred
  Strong knowledge of brokerage operations and client account servicing
  Excellent communication and interpersonal skills
  Exceptional attention to detail and organizational abilities
  Proficiency with Microsoft Office and financial services technology platforms
  

  What We're Looking For

  The successful candidate will demonstrate:

  A strong commitment to delivering outstanding client experiences.
  Professionalism, integrity, and discretion.
  The ability to prioritize multiple tasks in a fast-paced environment.
  A proactive, solutions-oriented mindset.
  Strong collaboration skills and the ability to work effectively within a team.
  

  
  

• Partner With Us

For established advisors looking for a turn-key succession plan, we would welcome the chance to have a conversation if Thimble Island Private Wealth can provide you with a customized plan.  In partnership with Strategic Wealth Services, we have tested a turnkey process that is designed to help you maximize your business value.  It would be our honor to help support your client relationships for future generations.

Interested? Send us an email to info@thimblepw.com.