Financial Advisor in-Training - Hybrid Path to Elite

AdviceOne LLC Careers; Glastonbury (CT); Hybride; USD 60 000 - 90 000; Plein temps

Avantages offerts par ce poste

Hybrid work model

Series 65 pursued & CFP designation—s•

401(k) with employer contribution

Medical, Dental, Vision & Life

Résumé du poste

AdviceOne is hiring for a two-year advisor development program in Glastonbury, CT, designed to grow exceptional people into elite advisors. You’ll own real client relationships early and lead financial planning conversations with a team supporting you.

Upon completion, you’ll transition to serving your own clients with the confidence of a seasoned advisor. The role is hybrid (Tuesdays on-site in Glastonbury, CT; other days from home), with a 40-hour work week and eventual four-day weeks after

Qualifications

• Off-the-charts people skills – you connect with others and earn trust.
• Strong verbal communication and relationship-building that people instinctively trust.
• Problem-solving skills that make complex issues easy to solve.
• Bachelor’s degree or graduation within six months; field of study doesn’t matter.

Responsabilités

• Own real client relationships early with mentorship, structure, and a team behind you.
• Lead financial planning conversations that shape retirement, security, and legacy for families.
• By week two, join real client meetings to grow acumen and confidence together.

Connaissances

People skills

Verbal communication

Relationship building

Problem solving

Resilient & growth-minded

Adaptable & collaborative

Formation

Bachelor’s degree or graduation within six months

Description du poste

AdviceOne is hiring for a two-year advisor development program in Glastonbury, CT, designed to grow exceptional people into elite advisors. You’ll own real client relationships early and lead financial planning conversations with a team supporting you.

Upon completion, you’ll transition to serving your own clients with the confidence of a seasoned advisor. The role is hybrid (Tuesdays on-site in Glastonbury, CT; other days from home), with a 40-hour work week and eventual four-day weeks after