Remote Financial Advisor in Training — Fast Track to Elite

AdviceOne LLC.; Connecticut; Hybrid; USD 75.000 - 110.000; Vollzeit

Benefits dieser Stelle

Competitive base salary

Bonus potential

Series 65 & CFP funding

Medical/Dental/Vision/Life

401(k) with 3% match

Paid holidays

Generous PTO

Disability coverage

Zusammenfassung

AdviceOne is seeking ambitious professionals to join a life-changing two-year advisor development program. You’ll build real client relationships, lead financial planning conversations, and develop the skills to become a trusted advisor alongside a supportive team.

Remote work is available with future relocation to Connecticut; after training, a four-day workweek option may be offered, along with a competitive base salary, growth opportunities, quarterly bonuses, and support to earn Series 65

Qualifikationen

• Bachelor's degree or graduation within six months.
• Exceptional people skills and the hunger to grow.
• Strong verbal communication and relationship-building abilities.
• Problem-solving skills to simplify complex issues.
• Resilient, driven and growth-minded with a collaborative mindset.

Aufgaben

• Lead financial planning conversations shaping retirement, security, and legacy.
• Own real client relationships early with mentorship and team support.
• Attend real client meetings early to build acumen and confidence.

Kenntnisse

People skills

Verbal communication

Relationship building

Problem solving

Resilient & growth-minded

Adaptable & collaborative

Ausbildung

Bachelor's degree or graduation within six months

Jobbeschreibung

AdviceOne is seeking ambitious professionals to join a life-changing two-year advisor development program. You’ll build real client relationships, lead financial planning conversations, and develop the skills to become a trusted advisor alongside a supportive team.

Remote work is available with future relocation to Connecticut; after training, a four-day workweek option may be offered, along with a competitive base salary, growth opportunities, quarterly bonuses, and support to earn Series 65