Note: The job is a remote job and is open to candidates in USA. AdviceOne LLC is a growing advisory firm that specializes in retirement decisions and asset management, seeking to hire a Financial Advisor-in-Training. The role involves participating in a structured two-year advisor development program to build exceptional people into elite advisors, focusing on client relationships and financial planning.
Responsibilities
- Own real client relationships early with mentorship, structure, and a team behind you
- Lead financial planning conversations that shape how successful families approach retirement, security, and legacy
- By week two, you're sitting in real client meetings because we believe the fastest way to build your acumen and your confidence is to build them together, in the room, in real time
Skills
- Off-the-charts people skills – you don't just understand people, you connect with them
- Strong verbal communication and a knack for relationship building that make you someone others instinctively trust
- Problem-solving skills that make complex issues easy to solve
- Resilient, driven, and growth-minded – you rise to challenges, learn quickly, and keep pushing forward
- Adaptable and collaborative – you possess a natural ability to thrive in team-oriented environments
- A bachelor's degree (or graduation within six months) - field of study doesn't matter
- The instincts to connect with people and the drive to do hard things
Benefits
- Quarterly performance bonus potential
- Earn your Series 65 and pursue your CFP® designation, paid for by us
- Medical, Dental, Vision, & Life Insurance
- 401(k) with 3% employer contribution
- 16 paid holidays - including the entire week between Christmas and New Year's
- Generous PTO
- Short- and long-term disability coverage
- Remote position - work from a dedicated home office with a secure, private connection (no public WiFi)
- Optional on-site training in CT during year one to accelerate your development
- Four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness
Company Overview