Advisor Development Program

Job Description

Financial Advisor-in-Training | AdviceOne LLC Careers

The Tone:
This is a full-time, hybrid role at AdviceOne LLC, located in Glastonbury, CT. AdviceOne is a fast-growing advisory firm with strong female leadership, specializing in retirement decisions and asset management. This position offers a life-changing opportunity to join a team that serves leaders in the aerospace industry, including literal rocket scientists, who depend on precise and excellent guidance for their most consequential financial decisions. The role is designed for driven individuals who excel at supporting others and are looking for a fulfilling career that matches their work ethic, offering a direct path to becoming a trusted financial advisor.

The TL;DR
• Role: Early Career
• Type: Full-time (40-hour work week, potential for 4-day work week after foundational training)
• Location: Hybrid Glastonbury, CT
• Team: Mentored within a collaborative team structure with strong female leadership.
• Mission: Guide successful families, particularly in the aerospace industry, through critical financial planning decisions for retirement, security, and legacy.

What You’ll Actually Do
• Client Relationships: Own real client relationships early in your tenure, supported by dedicated mentorship, a structured approach, and a strong team.
• Financial Planning: Lead sophisticated financial planning conversations that guide how successful families approach critical aspects like retirement, long-term security, and legacy planning.
• Immediate Immersion: Participate in real client meetings by your second week, as the program emphasizes building both acumen and confidence simultaneously, through in-the-room, real-time experience.
• Program Completion: Complete a structured two-year advisor development program, designed to transform exceptional individuals into elite advisors without relying on cold calls or leading to burnout.
• Career Advancement: Upon program completion, step into a rewarding career serving your own clients, equipped with skills comparable to an advisor with 10 years of experience, benefiting from unparalleled industry exposure.
• Certification: Earn your Series 65 and pursue your CFP® designation, with all associated costs covered by AdviceOne, facilitating your professional growth.

The Must-Haves
• Background: A bachelor’s degree (or graduation within six months); this is an early-career opportunity that does not require prior finance experience.
• Experience: Not required; successful advisors often transition from hospitality, retail, restaurant, or other client-facing roles, demonstrating exceptional customer service and quick thinking under pressure.
• Skills: Off-the-charts people skills and the ability to truly connect with others; strong verbal communication and relationship-building skills that foster instinctive trust; adept problem-solving skills to simplify complex issues; resilient, driven, and growth-minded, consistently rising to challenges and learning quickly; adaptable and collaborative, thriving in team-oriented environments.
• Bonus: While not required, successful advisors often hold degrees in communications, English, or psychology, highlighting the importance of soft skills and human understanding in this role.