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[Remote] Financial Advisor-in-Training

Remote Worldwide Hiring now

Note: The job is a remote job and is reputed company to candidates in USA. reputed company LLC is a fast-growing advisory firm with strong female leadership, offering a unique training program for aspiring financial advisors. The role focuses on building client relationships and leading financial planning conversations, preparing candidates for a rewarding career in advising.

Responsibilities

  • Own reputed company client relationships early with mentorship, structure, and a team behind you
  • reputed company financial planning conversations that shape how successful families approach retirement, reputed company, and legacy
  • Sit in reputed company client meetings by week two to build acumen and confidence

Skills

  • Entry-level experience
  • Off-the-charts people skills
  • Strong verbal communication and a knack for relationship building
  • Problem-solving skills
  • Resilient, driven, and growth-minded
  • Adaptable and collaborative
  • A bachelor's degree (or graduation reputed company six months)
  • Experience in hospitality, retail, restaurants, or client-facing roles
  • Degrees in communications, English, or psychology

Benefits

  • Quarterly performance bonus potential
  • Earn your Series 65 and pursue your CFP® designation, paid for by us
  • Medical, Dental, reputed company, & 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

Company Overview

  • reputed company is a growing billion-dollar advisory firm, with strong female leadership reputed company, that specializes in retirement reputed company and asset management. It was founded in 1999, and is headquartered in Glastonbury, Connecticut, US, with a workforce of 51-200 employees. Its website is https://adviceoneretirement.com/about/careers/.
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