Job ID: 008IND
Location: Hybrid Burlington, Vermont and Remote
Status: Hourly, part-time
$25 to $30 / hour, commensurate with experience.
Headquartered in Burlington, VT, One Day In July delivers low-fee financial advice, generally focusing on index funds, to clients in Vermont and across the United States. Our growth has been rapid, and we are expanding our administrative team to help ensure the firm can continue to meet its high standards for excellent client service while remaining in compliance with all applicable regulations. We are fiduciaries on all client accounts.
Click here to read about our firm’s culture and priorities.
As an Investment Desk Associate, you will be responsible for helping the firm trade client accounts. You will rebalance client asset allocations and review unique investment situations. You will work closely with our Advisors and sometimes directly with clients. You will utilize proprietary software and construct spreadsheets to execute trades. You will report to the firm’s Founder/CEO, Dan Cunningham.
You do not need prior financial industry experience, though you should demonstrate why you are exceptional in your application. We will provide on-the-job training.
In this role, you will:
A strong candidate will:
What’s in it for you?
Hours / In-person & Remote
Please send the following to Jayne Bills.
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.