Servicing Advisor in Training

As a Servicing Advisor-in-Training, you will be a part of our growing Advice Team, assisting in the delivery of our best-in-class financial advisory services. It is our team’s mission to exceed our clients’ expectations by providing an oasis of calm amid the chaos. As part of our program, you will:

• Be introduced to the “real world” of financial planning without the pressure of generating new business
• Learn to build client relationships founded on fiduciary advice
• Be the lead in client meetings that implement our clients’ plans
• Focus on your professional development as a financial advisor through hands-on training with our Advice Team
• Learn how to solve for an appropriate and customized asset allocation with a client
• Obtain Series 65 registration and CFP® designations
• Once program is completed, you will maintain relationships with our clients and assist them in their financial planning

This is a hybrid position, with the potential to be in the office up to 1 day a week. When not in the office, our team has been set up to work from home with full functionality.

During your training this position requires 2 evenings a week while maintaining 40 hours, Monday through Friday. Once graduated to a Servicing Advisor, schedule changes to Monday through Thursday, 2 evenings a week while maintaining 40 hours.

About You:

As a rapidly growing organization that thrives on constant change, 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 who “wow” us from the start by being bold, candid, and exceptional! We are looking for team members who both demonstrate and expect a high level of dedication both to and from their employer and team members.

The successful candidate will possess:

• Polished verbal and interpersonal skills
• Extraordinary work ethic
• Excellent organizational skills
• High EQ
• Outstanding oral and written communication skills
• Resilience and the ability to adapt to change in a fast-paced environment
• Demonstrated commitment to continuous improvement
• Four-year undergrad degree required

Benefits:

• Competitive starting salary commensurate with experience
• Revenue sharing bonus opportunities
• 401(k) plan with employer contribution
• Medical/Dental/Vision/Life insurance
• Generous PTO policy
• Short- and long-term disability
• Healthy work/life balance

About AdviceOne:

AdviceOne is a fast-paced, growth-oriented advisory firm that offers financial planning and asset management for our clients nationwide. We are a predominantly female led advisory firm that specializes in retirement decisions and asset management for our clients nationwide. This is a welcoming and inclusive fast paced company that thrives on constant change. We are a fee-only firm acting in a fiduciary capacity for our clients.

Find out more about AdviceOne culture at CareersAtAdviceOne.com

Find out more about AdviceOne at AdviceOneRetirement.com

No phone calls please!

Job Type: Full-time

Pay: From $70,000.00 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible schedule
• Health insurance
• On-the-job training
• Paid time off
• Professional development assistance
• Vision insurance
• Work from home

Experience level:

• 1 year

Shift:

• Day shift

Weekly day range:

• No weekends

Work setting:

• Hybrid work
• Office

Education:

• Bachelor's (Preferred)

Ability to Commute:

• Glastonbury, CT 06033 (Preferred)

Work Location: Hybrid remote in Glastonbury, CT 06033