Associate Financial Advisor; Rutland, VT

Job : AFA
701
Location: Rutland, VT
Status: Full time

Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors.

We are excited to be expanding our presence in Vermont, and are looking for talented individuals to join our team. One Day In July provides investment management and fiduciary financial advice, generally focused on index funds, to clients across the United States. We assist clients by assessing their existing asset portfolios and providing them actionable recommendations.

At the start of this role, you will need to complete four months of training in-person at our headquarters in Burlington, Vermont. Following the training period, you will be working primarily in Rutland, Vermont, with travel to other One Day In July offices in the region.

We are seeking highly motivated candidates with a passion for learning about the investment industry and engaging with clients.

to read about our firm's culture and priorities.

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 be able to obtain a Series 65 or equivalent set of licenses prior to starting this role. Learn more about licensing here . If you have questions about the licensing process or the timeline for submitting your application as you work to obtain a license, please reach out to  .

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.

This position is located in Rutland, VT. At the start of this role, you will need to complete four months of training in-person at our headquarters in Burlington, Vermont.

Learn more about the process of becoming a financial advisor at One Day In July here.

• Work directly with new and existing clients.
• Analyze client asset allocations.
• Look to reduce client taxes incurred.
• Process paperwork and other client requests.
• Give each client situation careful attention and scrutiny.
• Work with the Investment Desk to coordinate trading and rebalancing.
• Utilize CRM to carefully manage client portfolios and keep detailed records.
• Answer questions and help train new advisors and staff members.
• This is a house advisor position, and you will not be expected to solicit clients. If you do bring in clients on your own, there is a generous commission for doing so. (Note that we are fiduciaries. Only clients pay us, and they can see clearly what they pay. This is NOT commission for selling products.)
• You will be expected to help close leads from new prospects who have contacted us about joining the firm.

• You 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.
• 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.

• One Day In July is a rapidly growing…