Job ID: 007HBA
Location: Hybrid Burlington, Vermont and Remote
Status: Full time
Salary
$55,000 – $70,000 commensurate with experience.
Firm Summary
Headquartered in Burlington, Vermont, One Day In July is a rapidly growing, award-winning investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.
One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.
We are seeking highly motivated candidates ready to change careers, with a passion for learning about the investment industry and engaging with clients.
Job Description
As an Associate Financial Advisor, you will be responsible for helping the firm onboard new clients and manage existing client relationships. You will be working directly with clients. Working closely with our Investment Desk, you will review unique investment situations and trade client accounts, including rebalancing to target client asset allocations. You will utilize proprietary software and construct spreadsheets to execute trades.
You do not need prior financial industry experience, but a keen interest in learning about investing, economics, and financial markets is essential. This position offers ample opportunity for growth, making it an ideal fit for candidates looking to expand their knowledge and pursue a new challenge.
We will provide extensive on-the-job training and several paths for advancement.
In this role, you will:
Qualifications
What’s in it for you?
Hours / In-person & Remote
Benefits
To Apply
Please send the following to Burta Kelly at careers@onedayinjuly.com
We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.