→ Associate Financial Advisor (Rutland, VT)

One Day In July LLC.; Rutland (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 team in Rutland, Vermont. This role involves onboarding new clients, managing relationships, and analyzing asset allocations, all while utilizing proprietary software and CRM tools. The firm offers extensive on-the-job training and significant growth opportunities, making it an ideal fit for those passionate about finance and client engagement. Join a friendly team that values mutual respect and offers a low-meeting culture while helping clients achieve their financial goals with transparency and integrity.

Benefits

401k plan with low-cost index funds

401k match available

Paid vacation

Excellent Mac laptop

Sit-down/stand-up desk

Commission program for advisors

Qualifications

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

Responsibilities

• Onboard new clients and manage existing relationships.
• Analyze client asset allocations and reduce taxes.
• Coordinate with the Investment Desk for trading.

Skills

Excellent communication skills

Interest in investing and finance

Ability to prioritize tasks

Client relationship management

Attention to detail

Proactive problem-solving

Education

Series 65 license

Tools

CRM software

Spreadsheet software

Job description

Job ID: AFA701
Location: Rutland, 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 Rutland, 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 Rutland, 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?

• Significant room for growth and advancement.
• Feel great about offering an honest, transparent solution to Vermonters and Americans trying to save for retirement.
• 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 program that can significantly increase 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.
• 401k match available after meeting eligibility requirements.
• Paid vacation with the luxury of being required to disconnect from work on your vacation days.
• 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 detailing what makes you unique and demonstrating previous excellence and commitment.
• Submit a one-page, single-spaced PDF with a brief argument for becoming a client of One Day In July and a recent experience of learning and teaching others.
• The Job ID at the top of this posting should start the subject line of your email.

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

One Day In July LLC is an equal opportunity employer.