→ Associate Financial Advisor (Montpelier, VT)

One Day In July LLC.; Montpelier (VT); On-site; USD 50,000 - 90,000; Full time

Job summary

An established industry player is seeking a motivated Associate Financial Advisor to join their expanding team in Vermont. This role involves direct client engagement, managing relationships, and providing tailored financial advice. The firm prides itself on a low-meeting culture and offers significant growth opportunities for those eager to learn and excel in the investment field. With a focus on ethical standards and transparency, you'll help clients navigate their financial journeys while enjoying a supportive team environment. If you're passionate about finance and ready for a rewarding challenge, this is the perfect opportunity for you.

Benefits

401k plan with low-cost index funds

401k match

Paid vacation

Excellent Mac laptop

Sit-down/stand-up desk

Commission program

Qualifications

• Must hold a Series 65 license or equivalent prior to starting.
• Excellent written and verbal communication skills are essential.

Responsibilities

• Onboard new clients and manage existing client relationships.
• Analyze client asset allocations and process paperwork.

Skills

Excellent communication skills

Interest in investing and finance

Attention to detail

Ability to prioritize

Proactive problem-solving

Education

Series 65 license

Tools

CRM software

Spreadsheet software

Job description

Job ID: AFA602
Location: Montpelier, Vermont
Status: Full time

Firm Summary

We are excited to be expanding our presence in Vermont and are looking for talented individuals to join our team. You must be able to work daily in Montpelier, Vermont in order to perform this role.

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing, award-winning investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States. We assist clients by assessing their existing asset portfolios and providing them actionable recommendations.

We are seeking highly motivated candidates with a passion for learning about the investment industry and engaging with clients.

Job Description

As an Associate Financial Advisor, you will be responsible for helping the firm onboard new clients and manage existing client relationships. You will be working directly with clients. Working closely with our Investment Desk, you will review unique investment situations and rebalance accounts. You will utilize proprietary software and construct spreadsheets. You must be an organized person. Note that the financial industry involves significant paperwork.

You need to have or obtain a Series 65 or equivalent set of licenses prior to starting this role. Contact us at [e-mail] if you have questions.

This position offers ample opportunity for growth, making it an ideal fit for candidates looking to expand their knowledge and pursue a new challenge.

We will provide extensive on-the-job training and several paths for advancement.

This position is located in Montpelier, VT. At the start of this role, you will need to complete four months of training in-person at our headquarters in Burlington, Vermont.

In this role, you will:

• Work directly with new and existing clients.
• Analyze client asset allocations.
• Look to reduce client taxes incurred.
• Process paperwork and other client requests.
• Give each client situation careful attention and scrutiny.
• Work with the Investment Desk to coordinate trading and rebalancing.
• Utilize CRM to carefully manage client portfolios and keep detailed records.
• Answer questions and help train new advisors and staff members.

Will you need to solicit clients externally?

• No. This is a house advisor position, and you will not be expected to solicit clients. If you do bring in clients on your own, there is a generous commission for doing so.
• You will be expected to help close leads from new prospects who have contacted us about joining the firm.

Qualifications

• You hold a Series 65 or equivalent set of licenses.
• Be an excellent communicator, both written and verbal.
• Have an interest in investing, finance, and economics.
• Possess a positive attitude, tremendous grit, and the ability to prioritize.
• Enjoy cultivating and managing long-term relationships with clients.
• Be skilled at developing trust with clients.
• Maintain a high standard for client service, attention to detail, and documentation.
• Be proactive: identify opportunities and problems and take them to the next level without being asked.
• Be able to “wear multiple hats” and quickly adapt to changing priorities.
• Focus on processes and controls with the ability to assess risk.
• Have a commitment to maintaining confidentiality and ethical standards.
• Share our firm’s mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.

What's in it for you?

• One Day In July is a rapidly growing investment firm. If you have the drive to learn and execute effectively, there is significant room for growth and advancement.
• Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement.
• Win on price: our prices tend to be lower than many of our competitors' prices.
• Join an established but rapidly growing firm with a variety of career paths for associates.
• Enjoy a low-meeting culture.
• Be part of a friendly, hardworking team that prides itself on mutual respect for one another.
• Develop mastery of subject areas that help clients and other employees.
• Commission: One Day In July has a commission program that over time can more than double to triple base salary for diligent, hard-working advisors.

Hours

• This job is full time.
• You must have a Series 65 license to perform this job.
• 401k plan with low-cost index funds and One Day In July strategy embedded. No high fee funds.
• 401k match.
• Paid vacation. Number of weeks commensurate with experience.
• An excellent Mac laptop with a fast processor and retina screen, a sit-down / stand-up desk, and other resources for top productivity.
• A cover letter in PDF format. In your cover letter, let us know what is unique about you that we should know.
• The Job ID at the top of this posting should start the subject line of your email.

We respond to all diligent applicants. We keep all applications private.

One Day In July LLC is an equal opportunity employer.