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Client Service/Operations Associate
AdviceOne LLC | Glastonbury, CT
About AdviceOne:
AdviceOne LLC is a growing wealth management firm that offers financial planning and asset management for a broad client base. This is a fast-paced firm that thrives on constant change. We have lofty goals within our industry, and we need more quality team members to fuel our quest for expansion. Become a part of the AdviceOne family! We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Full-time and part-time positions are available.
Ideal Candidate:
AdviceOne LLC is a rapidly-growing firm and our ideal candidate isn’t an average employee. We are seeking highly determined team members with great attitudes who are dedicated to growing with us as a company. We are looking for candidates to “wow” us from the start; be bold, be candid, and be exceptional! If you are looking for just another job, this is not the company for you. Only apply to join our team if you’ve always been the most responsible employee at every job you’ve held. Other qualifications include:
Our Program:
At AdviceOne, you will have the chance to be in the driver’s seat of your own career. Whether you prefer providing incomparable customer service, leading and managing a team, or operating behind-the-scenes, we have a place for you. We offer limitless growth opportunities in all areas of our firm by focusing on putting each of our team members into the right seat for them to excel. You’ll need to be flexible with regard to your job responsibilities as your position may change depending on your skill set. Together we will find the best role for you!
Learn to become a specialist in one of the many departments in our firm. Departments include but are not limited to:
What else does AdviceOne have to offer?
Currently we are not offering internships. NO PHONE CALLS PLEASE!
AdviceOne LLC | Glastonbury, CT
About AdviceOne:
AdviceOne LLC is a growing wealth management firm that offers financial planning and asset management for a broad client base. This is a fast-paced firm that thrives on constant change. We have lofty goals within our industry, and we need more quality team members to fuel our quest for expansion. Become a part of the AdviceOne family! We have opportunities for recent graduates looking to start at entry level and for candidates who already have work experience. Full-time and part-time positions are available.
Ideal Candidate:
AdviceOne LLC is a rapidly-growing firm and our ideal candidate isn’t an average employee. We are seeking highly determined team members with great attitudes who are dedicated to growing with us as a company. We are looking for candidates to “wow” us from the start; be bold, be candid, and be exceptional! If you are looking for just another job, this is not the company for you. Only apply to join our team if you’ve always been the most responsible employee at every job you’ve held. Other qualifications include:
- BA/BS degree or equivalent
- Demonstrated commitment to continual improvement
- Ability to multi-task
- Excellent communication skills
- Strong computer skills
- Financial services experience not required!
Our Program:
At AdviceOne, you will have the chance to be in the driver’s seat of your own career. Whether you prefer providing incomparable customer service, leading and managing a team, or operating behind-the-scenes, we have a place for you. We offer limitless growth opportunities in all areas of our firm by focusing on putting each of our team members into the right seat for them to excel. You’ll need to be flexible with regard to your job responsibilities as your position may change depending on your skill set. Together we will find the best role for you!
Learn to become a specialist in one of the many departments in our firm. Departments include but are not limited to:
- Systems Management
- Wealth Management
- Client Solutions
- Concierge
- Client Liaison
What else does AdviceOne have to offer?
- Competitive salary
- 401(k) plan with employer contribution
- Medical/dental/vision/life insurance
- Generous PTO policy
- Healthy work/life balance
Currently we are not offering internships. NO PHONE CALLS PLEASE!
