Aspiring Financial Advisor — Fast-Track Training (Remote)

AdviceOne; Glastonbury (CT); Remote; USD 70,000 - 95,000; Full time

Benefits offered by this job

Health Insurance

CFP designation paid

Series 65 paid

401(k) match

Paid holidays

PTO

Job summary

AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success.

Our two-year advisor development program will grow exceptional people into elite advisors, starting with real client relationships, leading conversations about retirement, security, and legacy, and advancing quickly through real client meetings from week two.

Qualifications

• Bachelor's degree or graduation within six months; field doesn't matter.
• Exceptional people skills and the hunger to grow.

Responsibilities

• Lead financial planning conversations that shape retirement, security, and legacy.
• Own real client relationships early with mentorship and a team behind you.
• Attend real client meetings from week two to build acumen and confidence.

Skills

People skills

Verbal communication

Relationship building

Problem solving

Growth mindset

Education

Bachelor's degree (or soon)

Job description

AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success.

Our two-year advisor development program will grow exceptional people into elite advisors, starting with real client relationships, leading conversations about retirement, security, and legacy, and advancing quickly through real client meetings from week two.