Job ID: AFA401
One Day In July provides personalized investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.
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 rebalance accounts. You will utilize proprietary software and construct spreadsheets. You must be an organized person. Note that the financial industry involves significant paperwork.
You need to have or obtain a Series 65 or equivalent set of licenses prior to starting this role. Learn more about licensing here.
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.
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We respond to all diligent applicants. We keep all applications private.
One Day In July LLC is an equal opportunity employer.