Financial Advisor-in-Training
AdviceOne 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.
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
Skills
- 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 Overview