Financial Advisor-in-Training

AdviceOne LLC is a growing advisory firm with strong female leadership, seeking a Financial Advisor-in-Training. This role involves a two-year training program focused on developing expertise in financial advising and retirement planning, with mentorship and support from the Advice Team. Responsibilities Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals Lead client meetings and gain hands-on experience in financial planning Learn the intricacies of retirement plans and financial advising Develop your skills with the guidance and mentorship of our experienced Advice Team Obtain your Series 65 registration and prepare for the CFP® designation Skills A serious interest in helping people with financial advice A 4-year college degree (a must-have or graduating within 6 months) Enthusiastic, adaptable and strong sense of collaboration Strong communication and interpersonal skills A client-focused mindset with a commitment to exceptional service A willingness to learn, grow, and embrace continuous improvement Exceptional problem-solving skills Benefits Flexible schedule Medical/Dental/Vision/Life insurance 401(k) plan with 3% employer contribution Quarterly bonuses based upon performance Long-term revenue sharing opportunities Generous PTO policy 16 paid holidays including the week between Christmas and New Years Short- and long-term disability Healthy work/life balance Company Overview AdviceOne is a growing billion-dollar advisory firm, with strong female leadership presence, that specializes in retirement decisions and asset management. It was founded in 1999, and is headquartered in Glastonbury, Connecticut, US, with a workforce of 51-200 employees. Its website is