Hybrid Financial Advisor in Training: Elite Advisory Path

AdviceOne; Glastonbury (CT); Hybrid; USD 70,000 - 110,000; Full time

Benefits offered by this job

Competitive salary

Bonus potential

CFP/Series 65 paid

Insurance (Medical, Dental, Vision)

401(k) match

Paid holidays

PTO

Disability coverage

Job summary

AdviceOne is seeking a dynamic individual to join our fast-growing advisory firm in a hybrid role based in Glastonbury, CT. You will participate in a two-year advisor development program, own client relationships early, and lead financial planning conversations with a team behind you.

From week two, you will join real client meetings to accelerate your learning and confidence, aiming to become a trusted advisor who guides families through retirement, security, and legacy decisions.

Qualifications

• A bachelor's degree (or graduation within six months) - field of study doesn't matter.
• Off-the-charts people skills to connect with clients and earn trust.
• Strong verbal communication and relationship-building abilities.

Responsibilities

• Own real client relationships early with mentorship and a team behind you.
• Lead financial planning conversations that shape retirement, security, and legacy.
• Participate in real client meetings from week two to build acumen and confidence.
• Support clients in life-changing financial decisions.

Skills

People skills

Verbal communication

Relationship building

Problem solving

Team player

Education

Bachelor's degree or soon-to-graduate

Job description

AdviceOne is seeking a dynamic individual to join our fast-growing advisory firm in a hybrid role based in Glastonbury, CT. You will participate in a two-year advisor development program, own client relationships early, and lead financial planning conversations with a team behind you.

From week two, you will join real client meetings to accelerate your learning and confidence, aiming to become a trusted advisor who guides families through retirement, security, and legacy decisions.