Financial Advisor (Vermont)

One Day In July LLC.; Town of Vermont (WI); Sur place; USD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

401(k) plan with low-cost index funds

Paid vacation

Potential for commission earnings

Company-owned equipment including Mac laptop

Résumé du poste

One Day In July LLC. is searching for a Financial Advisor to join their team in Vermont. You will onboard clients, maintain relationships, and manage portfolios while collaborating with the Investment Desk. The ideal candidate has a Series 65 license and at least 2 years of experience in financial advising.

This full-time role offers growth opportunities in a supportive environment and focuses on providing honest solutions to help clients save for retirement.

Qualifications

• Series 65 or equivalent license required.
• 2+ years of experience in financial advising.
• Excellent written and verbal communication skills.

Responsabilités

• Onboard new clients and maintain relationships.
• Analyze client asset allocations and reduce taxes.
• Coordinate trading and rebalancing with the Investment Desk.

Connaissances

Financial advisory

Client relationship management

Tax reduction strategies

Communication skills

Attention to detail

Formation

Series 65 license

2+ years experience

Outils

CRM software

Description du poste

Job ID: FA802; Location: Vermont; Status: Full time.

Firm Summary

One Day In July is a rapidly growing investment firm based in Burlington, Vermont, focused on reducing fees and improving portfolio performance through index fund strategies. We are expanding our financial advisory team to serve clients across Vermont and the United States.

Job Description

As a Financial Advisor, you will onboard new clients, maintain existing relationships, and manage client portfolios. Key responsibilities include working directly with clients, collaborating with the Investment Desk to review investment situations and perform rebalancing, creating spreadsheets with proprietary software, and handling the necessary paperwork.

You must hold a Series 65 or equivalent license to perform this role.

In this role, you will:

• Work directly with new and existing clients.
• Analyze client asset allocations.
• Seek to reduce client taxes incurred.
• Process paperwork and other client requests.
• Give each client situation careful attention and scrutiny.
• Coordinate trading and rebalancing with the Investment Desk.
• Utilize CRM to manage client portfolios and keep detailed records.
• Answer questions and help train new advisors and staff members.
• Assist in closing leads from new prospects who have contacted us about joining the firm.
• Plan, set up, and attend occasional off‑site events, including transportation and supplies.

Qualifications

• Series 65 or equivalent license.
• 2+ years of experience as a financial advisor working with clients.
• Excellent written and verbal communication skills.
• Strong interest in investing, finance, and economics.
• Positive attitude, determination, and ability to prioritize.
• Experience cultivating and managing long‑term client relationships.
• Skill at developing trust with clients.
• High standard for client service, attention to detail, and documentation.
• Proactive in identifying opportunities and solutions.
• Adaptable to changing priorities and comfortable wearing multiple hats.
• Process‑focused with a keen ability to assess risk.
• Commitment to confidentiality and ethical standards.
• Alignment with our mission to lower fees and promote diversified, low‑cost index funds.

What’s in it for you?

• Significant growth and advancement opportunities in a fast‑growing firm.
• Opportunity to offer honest, transparent solutions to clients and help them save for retirement.
• Competitive pricing with lower fees than many competitors.
• Low‑meeting culture and a supportive, respectful team environment.
• Potential for commission earnings that can substantially increase overall compensation.

Hours and Compensation

• Full‑time position.
• 401(k) plan featuring low‑cost index funds and One Day In July strategy; eligible after meeting requirements.
• 401(k) match available after meeting eligibility requirements.
• Paid vacation proportional to experience, with a firm policy encouraging disconnection during vacation days.
• Company‑owned equipment: Mac laptop with retina display, sit‑stand desk, and private workspace for optimal productivity.

One Day In July LLC is an equal‑opportunity employer.