[Remote] Financial Advisor-in-Training

Note: The job is a remote job and is open to candidates in USA. AdviceOne LLC is a fast-growing advisory firm with strong female leadership, offering a unique training program for aspiring financial advisors. The role focuses on building client relationships and leading financial planning conversations, preparing candidates for a rewarding career in advising.ResponsibilitiesOwn real client relationships early with mentorship, structure, and a team behind youLead financial planning conversations that shape how successful families approach retirement, security, and legacySit in real client meetings by week two to build acumen and confidenceSkillsEntry-level experienceOff-the-charts people skillsStrong verbal communication and a knack for relationship buildingProblem-solving skillsResilient, driven, and growth-mindedAdaptable and collaborativeA bachelor's degree (or graduation within six months)Experience in hospitality, retail, restaurants, or client-facing rolesDegrees in communications, English, or psychologyBenefitsQuarterly performance bonus potentialEarn your Series 65 and pursue your CFP® designation, paid for by usMedical, Dental, Vision, & Life Insurance401(k) with 3% employer contribution16 paid holidays - including the entire week between Christmas and New Year'sGenerous PTOShort- and long-term disability coverageCompany OverviewAdviceOne 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 https://adviceoneretirement.com/about/careers/.



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