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Entry Level Financial Advisor-in-Training Program
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. We are primarily a fee-based firm acting in a fiduciary capacity for our clients. This is a fast-paced company 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 community!
Our Program:
Change your future with this opportunity to be trained in a growing firm that will introduce you to the “real world” of financial planning without the pressure of generating new business. Our program is extremely demanding but incredibly rewarding! You will spend two years training with our team of professionals. During your program, you will have exposure to over 2,000 client appointments, eight successful financial advisors, and several other Advisors-in-Training. At the end of your program, you will be fully prepared to start a successful career with AdviceOne as a Certified Financial Planner!
Throughout your Advisor-in-Training program, you will:
What Does an Ideal Candidate Have?
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. We are primarily a fee-based firm acting in a fiduciary capacity for our clients. This is a fast-paced company 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 community!
Our Program:
Change your future with this opportunity to be trained in a growing firm that will introduce you to the “real world” of financial planning without the pressure of generating new business. Our program is extremely demanding but incredibly rewarding! You will spend two years training with our team of professionals. During your program, you will have exposure to over 2,000 client appointments, eight successful financial advisors, and several other Advisors-in-Training. At the end of your program, you will be fully prepared to start a successful career with AdviceOne as a Certified Financial Planner!
Throughout your Advisor-in-Training program, you will:
- Receive comprehensive training on building relationships, managing wealth, and turning a profitable practice into a thriving business
- Learn how to interact with high net-worth individuals right from the start
- Focus on individual development through hands-on training with our Advice team on how to deliver presentations, how to become referable, and how industry trends affect the planning process
- Ensure the advisor is fully prepared for client meetings by reviewing and analyzing client accounts, reports, and presentations
- Create asset allocation models
- Participate in client meetings by recording meeting notes in debrief form and ensuring that all advisor promises are fulfilled
- Conduct client meetings to facilitate the signing of paperwork and asset movement
- Obtain Series 65 registration and CFP® designation
What Does an Ideal Candidate Have?
- 4 year college degree
- Polished, outgoing personality
- Excellent communication and interpersonal skills for establishing and building client relationships
- Demonstrated commitment to continual improvement
- Strong computer skills
- Flexible work schedule with evening availability
What Else Does AdviceOne Have to Offer?
- Competitive salary
- Opportunity for additional financial incentives
- 401(k) plan with employer contribution
- Medical, Dental, Vision and Life insurance
- Healthy work/life balance
Currently we are not offering internships. NO PHONE CALLS PLEASE!