Financial Advisor-in-Training

About the role

The opportunity no one else is offering. AdviceOne is hiring for a life-changing opportunity to join a fast-growing advisory firm with strong female leadership and a training program that sets you up for long-term success. Our clients are leaders across the aerospace industry, including literal rocket scientists, who expect precision and excellence. They rely on us as they make some of the most consequential financial decisions of their lives.

Responsibilities

• Own real client relationships early with mentorship, structure, and a team behind you.
• Lead financial planning conversations that shape how successful families approach retirement, security, and legacy.
• Work from a dedicated home office with a secure, private connection (no public WiFi).
• Work four days a week, with two evenings per week (Monday–Wednesday).
• Enjoy a four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness.

Requirements

• Off-the-charts people skills – you don't just understand people, you connect with them.
• Strong verbal communication and a knack for relationship building that make you someone others instinctively trust.
• Problem-solving skills that make complex issues easy to solve.
• Resilient, driven, and growth-minded – you rise to challenges, learn quickly, and keep pushing forward.
• Adaptable and collaborative – you possess a natural ability to thrive in team-oriented environments.
• A bachelor's degree (or graduation within six months) – field of study doesn't matter. Finance experience? Not required.

Qualifications

• The instincts to connect with people and the drive to do hard things? Non-negotiable.
• We are not analyzing markets or picking investments. We are helping our clients with real, life-changing decisions.

Skills

• Exceptional people skills
• Strong verbal communication
• Relationship building
• Problem-solving
• Resilience
• Drive
• Adaptability
• Collaboration

Benefits

• Competitive base salary with significant opportunity for growth (think doubling by your 3-year mark)
• Quarterly performance bonus potential
• Earn your Series 65 and pursue your CFP® designation, paid for by us
• Medical, Dental, Vision, & 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

Pay

Competitive base salary with significant opportunity for growth (think doubling by your 3-year mark)

Schedule

Hybrid position – live in Glastonbury, CT on Tuesdays, every other day is work from home
On remote days - work from a dedicated home office with a secure, private connection (no public WiFi)
Two evenings of work per week (Monday–Wednesday), so you're present when your clients actually are
40-hour work week – we believe a criteria for success is balance
Four-day work week (Fridays off) after foundational training (within first 12 months), based on demonstrated readiness