Financial Advisor-in-Training

About the role Are you driven, coachable, and committed to excellence? Do you thrive in a high‑performance environment where feedback helps you grow and the team wins together? If so, this is your opportunity to join a growing advisory firm with strong female leadership and a reputation for delivering exceptional, stand‑out client experiences. What this role is (and isn’t) If you’re seeking a career focused on investment management or stock picking, this is not the job for you. If you’re energized by helping people make life‑changing retirement decisions and want a fast‑track to becoming a trusted advisor, you’ve come to the right place. Your Path to Success Our two-year training program is designed to develop your expertise and confidence as a financial advisor — without the stress of generating new business. You’ll:

• Build meaningful relationships with clients and learn how to offer fiduciary advice that aligns with their goals.
• Lead client meetings and gain hands-on experience in financial planning.
• Learn the intricacies of retirement plans and financial advising.
• Develop your skills with the guidance and mentorship of our experienced Advice Team.
• Obtain your Series 65 registration and prepare for the CFP® designation.

Upon completing the program, you’ll step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience! Balance

• Currently remote; however, we are also seeking candidates who are open to considering relocating to Connecticut in the future.
• 2 evenings a week required (Monday through Wednesday)
• Flexibility in remainder of week to ensure a total of 40 hours for work/life balance
• We provide full work from home functionality

Apply now to start after graduation or begin immediately. What You Bring:

• A genuine interest in helping people with financial advice.
• A 4-year college degree (a must-have or graduating within 6 months).
• Enthusiasm, adaptability, and a collaborative mindset.
• Strong communication and interpersonal skills.
• A client-focused mindset with a commitment to exceptional service.
• Curiosity, resilience, and exceptional problem‑solving ability.

No prior financial industry experience is expected — we’re here to provide the training and support you need to succeed. We welcome candidates from a wide range of academic backgrounds—particularly those with strengths in communication, relationship‑building, and client engagement. Degrees in fields such as psychology, communications, English, or general studies are highly valued for this role. About AdviceOne AdviceOne is a growing advisory firm, with strong female leadership presence, that specializes in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence. Why Join Us? We’re committed to encouraging a workplace where everyone feels valued and supported. This role offers the tools and resources to thrive personally and professionally. Some of our tangible benefits are:

• Competitive starting salary for training role; compensation increases significantly upon transition to a full Advisor role. This is not a commission-based position.
• Flexible schedule
• Medical/Dental/Vision/Life insurance
• 401(k) plan with 3% employer contribution
• Quarterly bonus potential based upon performance
• Long-term revenue sharing opportunities
• Generous PTO policy and 16 paid holidays, including the week between Christmas and New Years
• Short- and long-term disability
• Healthy work/life balance

Explore our culture at AdviceOneRetirement.com/about/careers/ No phone calls please. Benefits:

• 401(k)
• Dental insurance
• Financial planning services
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Paid training
• Professional development assistance
• Tuition reimbursement
• Vision insurance

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