Aspiring Financial Advisor (Hybrid Training & Growth)

AdviceOne LLC Careers; Glastonbury (CT); Hybrid; USD 60,000 - 90,000; Full time

Benefits offered by this job

Competitive salary for training

401(k) plan with employer contribution

Quarterly performance bonuses

Generous PTO policy

16 paid holidays

Short- and long-term disability

Healthy work/life balance

Job summary

A growing advisory firm is seeking a Financial Advisor-in-Training in Glastonbury, CT. This hybrid position offers a comprehensive two-year training program aimed at developing confident financial advisors without the pressure of business generation. Candidates should have a strong interest in financial advising and a 4-year degree. The role includes competitive salary, 401(k) contributions, and generous PTO, all while promoting a healthy work-life balance.

Qualifications

• Serious interest in providing financial advice.
• Willingness to learn and grow.
• No prior financial industry experience required.

Responsibilities

• Build meaningful relationships with clients and offer fiduciary advice.
• Lead client meetings and gain hands-on experience in financial planning.
• Obtain Series 65 registration and prepare for CFP designation.

Skills

Strong communication and interpersonal skills

Client-focused mindset

Problem-solving skills

Enthusiasm and adaptability

Education

4-year college degree

Job description

A growing advisory firm is seeking a Financial Advisor-in-Training in Glastonbury, CT. This hybrid position offers a comprehensive two-year training program aimed at developing confident financial advisors without the pressure of business generation. Candidates should have a strong interest in financial advising and a 4-year degree. The role includes competitive salary, 401(k) contributions, and generous PTO, all while promoting a healthy work-life balance.