Financial Advisor-in-Training
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 offers a fast track to becoming a trusted advisor through an intentional, structured two-year advisor development program designed to grow exceptional people into elite advisors without the cold calls and burnout. The program involves owning real client relationships early with mentorship, structure, and a team, leading financial planning conversations, and participating in real client meetings by week two to build acumen and confidence. Upon 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.
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 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
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
