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Financial Services Professional
2 months ago
As a Financial Advisor-in-Training at AdviceOne LLC Careers, you will be part of our dynamic Advice Team, assisting in the delivery of our best-in-class financial advisory services. Our team's mission is to exceed our clients' expectations by providing a calm and professional experience. As part of our program, you will:
- Gain hands-on experience in the financial planning industry without the pressure of generating new business.
- Learn to build client relationships founded on fiduciary advice and develop your skills in client communication.
- Take the lead in client meetings and develop your presentation skills.
- Focus on your personal development as a financial advisor through comprehensive training with our Advice team.
- Learn how to solve for an appropriate and customized asset allocation with a client.
- Obtain Series 65 registration and all necessary exams to be ready to sit for your CFP designation.
- Upon completion of the program, you will start receiving your own clients and have obtained a skill level of an advisor with 10 years' experience.
This is a hybrid position, requiring 1 day of in-office work per week and 2 evenings per week, while maintaining 40 hours. When not in the office, our team has been set up to work from home with full functionality.
About YouWe are seeking highly determined team members with great attitudes who are dedicated to growing with us as a company. We are looking for candidates who demonstrate and expect a high level of dedication both to and from their employer and team members.
- 4-year college degree
- Polished verbal and interpersonal skills
- Extraordinary work ethic
- Demonstrated commitment to continuous improvement
- Serious interest in becoming a financial advisor
- Financial industry experience is not required
We offer a competitive starting salary, quarterly bonuses based on performance, long-term revenue sharing opportunities, a 401(k) plan with 3% employer contribution, medical, dental, vision, and life insurance, a generous PTO policy, 16 paid holidays, short- and long-term disability, and a healthy work-life balance.
