Financial Advisor-in-Training - Remote

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.
• Build your acumen and confidence by building them together, in the room, in real time.
• Step into a rewarding career, serving your own clients with the skills of an advisor with 10 years of experience!

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 skills
• Resilience
• Drive
• 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

• Remote position - work from a dedicated home office with a secure, private connection (no public WiFi)
• Optional on-site training in CT during year one to accelerate your development
• 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

AdviceOne

AdviceOne is a growing advisory firm that specializes in retirement decisions and asset management. Our fast-paced firm thrives on constant change and innovation, with lofty goals within our industry. We foster an environment where every team member is valued, and we celebrate growth and excellence.