Are strong communication skills and networking on your short list of skills?
One Day In July wants to hear from you!
We are a fast growing asset management firm based in Burlington, Vermont. We are looking to expand our footprint and hire Financial Advisors in Vermont, New Hampshire, Massachusetts, and eastern New York communities. We have a training program for promising individuals who would like to enter the financial industry.
As a Financial Advisor at One Day In July, you will have the independence to choose the clients and markets you want to pursue to grow your own book of business. This opportunity allows for flexibility and independence as you build your client base, while being supported by our investment platforms and operational support from our home office in Burlington, Vermont. You will take initiative to develop leads, identify opportunities and take them to the next level.
Along with our investment team, you will work with clients to understand their risk tolerance and investment objectives to develop a financial portfolio that best fits their needs. Once on board, you will work to maintain on-going clear and conscientious communication with all clients consistent with the superior customer service standards at One Day In July.
A strong candidate will:
Preferably have a BA/BS degree.
Be a tenacious self-starter with strong interpersonal and networking skills.
Maintain a high standard for client service and diligent attention to detail.
Hold a series 65 license or equivalent. (We have a training program for promising individuals who currently do not hold this license.)
Share our firm’s mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.
Have excellent computer skills: Word, Excel, Gmail, and web browsers.
Possess a positive attitude and tremendous grit.
Full details are available on our website.
To apply for this job, click the “APPLY FOR JOB” button on this job posting.