Financial Advisor-in-Training - Remote

AdviceOne • Glastonbury, CT

9d • Remote

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 two-year advisor development program is designed to grow exceptional people into elite advisors without the cold calls and burnout. Participants will own real client relationships early with mentorship, structure, and team support, leading financial planning conversations that shape how successful families approach retirement, security, and legacy. By week two, trainees will be in real client meetings to build acumen and confidence. 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.
• Ability to work from a dedicated home office with a secure, private connection (no public WiFi).
• Open to relocating to Connecticut in the future.
• Willingness to attend optional on-site training in CT during year one.
• Ability to work two evenings per week (Monday–Wednesday).
• Commitment to a 40-hour work week.
• Ability to work a four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness.

Nice To Haves

• Backgrounds in hospitality, retail, restaurants, or other client-facing roles are beneficial.
• Degrees in communications, English, and psychology have been successful backgrounds.
• Finance experience is not required.

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 (think doubling by your 3-year mark)
• Quarterly performance bonus potential
• Earn your Series 65 and pursue your CFP® designation, paid for by us
• Medical, Dental, Vision, & Life Insurance
• 401(k) with 3% employer contribution
• 16 paid holidays - including the entire 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