Remote Elite Financial Advisor in Training

AdviceOne LLC Careers; Glastonbury (CT); Remote; USD 60.000 - 95.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Bonus potential

Certification support: Series 65 & CFP

Health, Dental, Vision, Life Insurance

401(k) with employer contribution

PTO & paid holidays

Zusammenfassung

AdviceOne is a fast-growing advisory firm with strong female leadership offering a two-year advisor development program. You’ll own real client relationships early and lead financial planning conversations for retirement and legacy.

The role is remote with optional on-site CT training and possible relocation in the future, plus a flexible four-day work week after training. We value exceptional people skills from hospitality or service backgrounds and provide paid CFP®/Series 65 certification,

Qualifikationen

• Exceptional people skills and the ability to connect with others.
• Strong verbal communication and relationship-building abilities.
• Problem-solving skills that simplify complex issues.
• Resilient, driven and growth-minded with collaborative spirit.
• Bachelor's degree or graduation within six months; field of study not critical.

Aufgaben

• Own real client relationships early with mentorship and a supportive team.
• Lead financial planning conversations about retirement, security and legacy.
• Join real client meetings quickly to build acumen and confidence.

Kenntnisse

People skills

Verbal communication

Relationship building

Problem-solving

Team collaboration

Ausbildung

Bachelor's degree or graduation within six months

Jobbeschreibung

AdviceOne is a fast-growing advisory firm with strong female leadership offering a two-year advisor development program. You’ll own real client relationships early and lead financial planning conversations for retirement and legacy.

The role is remote with optional on-site CT training and possible relocation in the future, plus a flexible four-day work week after training. We value exceptional people skills from hospitality or service backgrounds and provide paid CFP®/Series 65 certification,