Advisor Development Program

Job Description

Financial Advisor-in-Training – Remote | AdviceOne LLC Careers

The Tone:
This is a full-time role at AdviceOne LLC Careers, located remotely with optional on-site training in Connecticut and potential future relocation to Connecticut. AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management for high-profile clients in the aerospace industry. This role offers a unique two-year development program to become an elite advisor, serving these clients as they make some of the most consequential financial decisions of their lives. The company values exceptional people skills and a drive for growth over finance experience.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Remote – Glastonbury, CT
• Team: Works within a collaborative team structure with strong mentorship.
• Mission: Guide successful families and leaders in the aerospace industry through critical life-changing financial decisions, including retirement, security, and legacy planning.

What You’ll Actually Do
• Client Relationships: Own real client relationships early in your career with robust mentorship and team support.
• Financial Planning: Lead essential financial planning conversations that influence how successful families approach their retirement, financial security, and legacy.
• Client Meetings: Participate in actual client meetings by week two to rapidly build acumen and confidence through real-time experience.
• Advisor Development: Complete an intentional two-year advisor development program, gaining the skills of an advisor with 10 years of experience without traditional industry burnout.
• Client Service: Serve your own clients with advanced skills upon program completion, providing support for real, life-changing financial decisions.

The Must-Haves
• Background: Entry-Level professional with a bachelor’s degree (or graduating within six months), with any field of study accepted.
• Experience: No prior finance experience is required; successful candidates often have backgrounds in hospitality, retail, restaurants, or client-facing roles.
• Skills: Possess off-the-charts people skills and a strong ability to connect with others, exhibit strong verbal communication and a knack for building trust, demonstrate problem-solving skills to simplify complex issues, and be resilient, driven, growth-minded, adaptable, and collaborative.
• Bonus: Candidates with degrees in communications, English, or psychology are encouraged to apply, as these backgrounds often align with the required exceptional people skills.