Financial Advisor-in-Training

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.
• Willingness to learn and grow.
• Exceptional problem-solving skills.

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.
• Develop your skills with the guidance and mentorship of our Advice Team.
• Obtain your Series 65 registration and prepare for the CFP designation.

Skills

Strong communication and interpersonal skills

Client-focused mindset

Problem-solving skills

Enthusiasm and adaptability

Education

4-year college degree

Job description

Overview

Director of Hiring | Building High-Performing Teams | Driving Growth Through People | Connecting Top Talent with the Right Opportunities

If you are interested in Investment Management, this is not the job for you. If you are interested in helping people in retirement planning, you’ve come to the right place. Join a growing advisory firm with strong female leadership as a Financial Advisor-in-Training.

At AdviceOne, we believe in empowering individuals to build meaningful careers while making a difference in others’ lives. As a part of our growing Advice Team, you’ll contribute to our mission to exceed our clients’ expectations by providing an oasis of calm amid the chaos. We offer a supportive environment that values personal growth, candor, and work-life balance.

Your Path to Success

Our two-year training program is designed to develop your expertise and confidence as a financial advisor — without the stress of generating new business. You’ll:

• Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals.
• Lead client meetings and gain hands-on experience in financial planning.
• Learn the intricacies of retirement plans and financial advising.
• Develop your skills with the guidance and mentorship of our experienced Advice Team.
• Obtain your Series 65 registration and prepare for the CFP designation.

Upon completing the program, you’ll step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience!

Balance

This is a hybrid position based in our Glastonbury, CT office, with in-office hours required on Tuesdays and up to 2 evenings per week (Monday through Wednesday). This creates flexibility in your schedule for the remainder of the week to ensure a total of 40 hours for a healthy work/life balance. When not in the office, you will be set up to work from home with full functionality.

Options to apply now and start later in the year, or apply and start immediately!

What We’re Looking For

We’re excited to welcome individuals who are passionate about helping others. At AdviceOne, we value team members who bring enthusiasm, adaptability, and a strong sense of collaboration to the table. If you’re someone who thrives in a dynamic environment and takes pride in exceeding expectations, we’d love to hear from you!

What Makes You Stand Out:

• A serious interest in helping people with financial advice.
• A 4-year college degree (a must-have or graduating within 6 months).
• Strong communication and interpersonal skills.
• A client-focused mindset with a commitment to exceptional service.
• A willingness to learn, grow, and embrace continuous improvement.
• Exceptional problem-solving skills.

No prior financial industry experience is expected — we’re here to provide the training and support you need to succeed.

About AdviceOne

AdviceOne is a growing advisory firm, with strong female leadership presence, that specializes in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence.

Why Join Us?

We’re committed to encouraging a workplace where everyone feels valued and supported. This role offers the tools and resources to thrive personally and professionally.

Some of our tangible benefits are:

• Competitive starting salary for training role; compensation increases significantly upon transition to a full Advisor role. This is not a commission-based position.
• 401(k) plan with 3% employer contribution
• Quarterly bonuses based upon performance
• Long-term revenue sharing opportunities
• Generous PTO policy
• 16 paid holidays including the week between Christmas and New Years
• Short- and long-term disability
• Healthy work/life balance

No phone calls please.