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Associate Financial Advisor
2 weeks ago
Job ID: 007HBA
Location: Burlington, Vermont
Status: Full time
We are excited to be expanding our headquarters in Burlington, Vermont, and are looking for talented individuals to join our team.
One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.
As an Associate Financial Advisor, you will be responsible for helping the firm onboard new clients and manage existing client relationships. You will be working directly with clients. Working closely with our Investment Desk, you will review unique investment situations and rebalance accounts. You will utilize proprietary software and construct spreadsheets.
You do not need prior financial industry experience, but a keen interest in learning about investing, economics, and financial markets is essential. You must be an organized person. Note that the financial industry involves significant paperwork.
We will provide extensive on-the-job training and several paths for advancement.
You must have a Series 65 or equivalent license for this role. You will have 4 months to obtain a license. Exam study hours are on your own time.
Work directly with new and existing clients. Analyze client asset allocations. Look to reduce client taxes incurred. Process paperwork and other client requests. Give each client situation careful attention and scrutiny. Work with the Investment Desk to coordinate trading and rebalancing. Construct spreadsheets. Utilize CRM to carefully manage client portfolios and keep detailed records. Answer questions and help train advisors and staff members.Salary
Base Salary: $70,000
Commission: Over time, a commission program that can more than double to triple base salary for diligent, hard-working advisors. Part one of the commission program is available from start, assuming you have your license. The second part is available in years three plus and requires promotion to Financial Advisor. (Note that we are fiduciaries. Only clients pay us, and they can see clearly what they pay. This is NOT commission for selling products.)
Learn More & Apply
Follow the link in this posting to learn more about this role and to apply.
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.
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