Note: The job is a remote job and is open to candidates in USA. AdviceOne LLC is a fast-growing advisory firm with strong female leadership, offering a unique training program for aspiring financial advisors. The role focuses on building client relationships and leading financial planning conversations, preparing candidates for a rewarding career in advising.
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
- Sit in real client meetings by week two to build acumen and confidence
Skills
- Entry-level experience
- Off-the-charts people skills
- Strong verbal communication and a knack for relationship building
- Problem-solving skills
- Resilient, driven, and growth-minded
- Adaptable and collaborative
- A bachelor's degree (or graduation within six months)
- Experience in hospitality, retail, restaurants, or client-facing roles
- Degrees in communications, English, or psychology
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
Company Overview
- AdviceOne is a growing billion-dollar advisory firm, with strong female leadership presence, that specializes in retirement decisions and asset management. It was founded in 1999, and is headquartered in Glastonbury, Connecticut, US, with a workforce of 51-200 employees. Its website is https://adviceoneretirement.com/about/careers/.