AdviceOne LLC Careers · 1 week ago
Financial Advisor-in-Training
Glastonbury, CT
Full-time
Hybrid
New Grad, Entry LevelAdviceOne LLC is a growing advisory firm with strong female leadership, seeking a Financial Advisor-in-Training. This role involves a two-year training program focused on developing expertise in financial advising and retirement planning, with mentorship and support from the Advice Team.
Financial Services
Responsibilities
Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals
Lead client meetings and gain hands-on experience in financial planning
Learn the intricacies of retirement plans and financial advising
Develop your skills with the guidance and mentorship of our experienced Advice Team
Obtain your Series 65 registration and prepare for the CFP® designation
Qualification
Required
A serious interest in helping people with financial advice
A 4-year college degree (a must-have or graduating within 6 months)
Enthusiastic, adaptable and strong sense of collaboration
Strong communication and interpersonal skills
A client-focused mindset with a commitment to exceptional service
A willingness to learn, grow, and embrace continuous improvement
Exceptional problem-solving skills
Benefits
Flexible schedule
Medical/Dental/Vision/Life insurance
401(k) plan with 3% employer contribution
Quarterly bonuses based upon performance
Long-term revenue sharing opportunities
Generous PTO policy
16 paid holidays including the week between Christmas and New Years
Short- and long-term disability
Healthy work/life balance
Company
AdviceOne LLC Careers
AdviceOne is a growing billion-dollar advisory firm, with strong female leadership presence, that specializes in retirement decisions and asset management.
Founded in 1999Glastonbury, Connecticut, US
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase