Remote Financial Advisor Trainee — Fast Path to CFP

AdviceOne LLC Careers; Connecticut; Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive base salary with growth opportunity

Quarterly performance bonus potential

Paid Series 65 and CFP® designation

401(k) with employer contribution

16 paid holidays

Generous PTO

Disability coverage

Job summary

A fast-growing advisory firm is seeking candidates for a life-changing career in financial advising. Join their structured two-year development program, focusing on real client relationships and financial planning. Ideal candidates excel in communication and problem-solving, with a bachelor's degree or upcoming graduation. The position offers competitive salary, remote work, and opportunities for professional growth and certification. If you have a passion for helping others and a drive for success, apply today.

Qualifications

• Exceptional customer service skills and ability to connect with people.
• Hunger to grow and thrive in a team-oriented environment.
• Finance experience is not required.

Responsibilities

• Build strong client relationships early and engage in real client meetings.
• Lead financial planning conversations to help families approach retirement.
• Complete a structured two-year advisor development program.

Skills

People skills

Strong verbal communication

Problem-solving skills

Resilience

Adaptability

Education

Bachelor's degree or graduation within six months

Job description

A fast-growing advisory firm is seeking candidates for a life-changing career in financial advising. Join their structured two-year development program, focusing on real client relationships and financial planning. Ideal candidates excel in communication and problem-solving, with a bachelor's degree or upcoming graduation. The position offers competitive salary, remote work, and opportunities for professional growth and certification. If you have a passion for helping others and a drive for success, apply today.