Aspiring Financial Advisor: Fast-Track Training (Hybrid)

AdviceOne LLC.; Glastonbury (CT); Hybrid; USD 75,000 - 115,000; Full time

Benefits offered by this job

Competitive salary

Performance bonus

CFP designation paid

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with employer contribution

Paid holidays

PTO

Disability insurance

Job summary

AdviceOne LLC. is redefining advisory careers with a two-year training program and strong female leadership. You’ll start by handling real client relationships under mentorship and progress to guiding planning conversations for retirement and legacy.

The program fast-tracks practical experience by placing you in real client meetings early, ensuring rapid growth. A hybrid schedule and client-centered culture support balanced success.

Qualifications

• Bachelor's degree or graduating within six months is required.
• Exceptional people skills and the ability to connect with clients.
• Strong verbal communication and relationship-building abilities.
• Problem-solving skills for complex financial scenarios.
• Experience in hospitality, retail, or client-facing roles is valued.

Responsibilities

• Own real client relationships early with mentorship and a team behind you.
• Lead financial planning conversations shaping retirement, security, and legacy.
• Attend client meetings early to build acumen and confidence alongside the team.

Skills

People skills

Verbal communication

Relationship building

Problem solving

Team collaboration

Resilience

Education

Bachelor's degree (or graduating within 6 months)

Job description

AdviceOne LLC. is redefining advisory careers with a two-year training program and strong female leadership. You’ll start by handling real client relationships under mentorship and progress to guiding planning conversations for retirement and legacy.

The program fast-tracks practical experience by placing you in real client meetings early, ensuring rapid growth. A hybrid schedule and client-centered culture support balanced success.