One Day In July provides personalized investment management and fiduciary financial advice, generally focused on index funds, to clients in Vermont and across the United States.
As an Associate Financial Advisor, you will be responsible for helping the firm onboard new clients and manage existing client relationships. You will be working directly with clients. Working closely with our Investment Desk, you will review unique investment situations and rebalance accounts. You will utilize proprietary software and construct spreadsheets. You must be an organized person. Note that the financial industry involves significant paperwork.
You need to have or obtain a Series 65 or equivalent set of licenses prior to starting this role. Learn more about licensing here. Contact us at careers@onedayinjuly.com if you have questions.
This position offers ample opportunity for growth, making it an ideal fit for candidates looking to expand their knowledge and pursue a new challenge. We will provide extensive on-the-job training and several paths for advancement.
Qualifications
- Hold a Series 65 or equivalent set of licenses.
- Be an excellent communicator, both written and verbal.
- Have an interest in investing, finance, and economics.
- Possess a positive attitude, tremendous grit, and the ability to prioritize.
- Enjoy cultivating and managing long-term relationships with clients.
- Be skilled at developing trust with clients.
- Demonstrate excellent Microsoft Excel skills.
- Maintain a high standard for client service, attention to detail, and documentation.
- Be proactive: identify opportunities and problems and take them to the next level without being asked.
- Be able to “wear multiple hats” and quickly adapt to changing priorities.
- Focus on processes and controls with the ability to assess risk.
- Have a commitment to maintaining confidentiality and ethical standards.
- Share our firm’s mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.
Salary
Base Salary: $70,000
Commission: Over time, a commission program that can more than double to triple base salary for diligent, hard-working Advisors. Part one of the commission program is available from start, assuming you have your license. The second part is available in years three plus and requires promotion to Financial Advisor. (Note that we are fiduciaries. Only clients pay us, and they can see clearly what they pay. This is NOT commission for selling products.)