Financial Advisor-in-Training

AdviceOne • Glastonbury, CT

9d • Hybrid

About The Position

AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success. Our clients are leaders across the aerospace industry, including literal rocket scientists, who expect precision and excellence. They rely on us as they make some of the most consequential financial decisions of their lives. This role is for individuals energized by helping people and seeking a fast track to becoming a trusted advisor. The firm offers a two-year advisor development program designed to grow exceptional people into elite advisors without the typical industry challenges of cold calls and burnout. Participants will own real client relationships early with mentorship and a team, lead financial planning conversations, and participate in client meetings by week two. Upon program completion, graduates will serve their own clients with the skills of an advisor with 10 years of experience.

Requirements

• Off-the-charts people skills – you don't just understand people, you connect with them.
• Strong verbal communication and a knack for relationship building that make you someone others instinctively trust.
• Problem-solving skills that make complex issues easy to solve.
• Resilient, driven, and growth-minded – you rise to challenges, learn quickly, and keep pushing forward.
• Adaptable and collaborative – you possess a natural ability to thrive in team-oriented environments.
• A bachelor's degree (or graduation within six months) - field of study doesn't matter.
• The instincts to connect with people and the drive to do hard things are non-negotiable.
• Not analyzing markets or picking investments; helping clients with real, life-changing decisions.

Nice To Haves

• People who come from hospitality, retail, restaurants, or client-facing roles.
• Degrees in communications, English, and psychology.

Responsibilities

• Own real client relationships early with mentorship, structure, and a team behind you.
• Lead financial planning conversations that shape how successful families approach retirement, security, and legacy.
• Sit in on real client meetings by week two to build acumen and confidence.
• Serve your own clients with the skills of an advisor with 10 years of experience upon program completion.

Benefits

• Competitive base salary with significant opportunity for growth
• Quarterly performance bonus potential
• Series 65 and CFP® designation paid for by the company
• Medical, Dental, Vision, & Life Insurance
• 401(k) with 3% employer contribution
• 16 paid holidays (including the week between Christmas and New Year's)
• Generous PTO
• Short- and long-term disability coverage

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level