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Financial Advisor - Client Portfolios & Save Fees
Job in
Town of Vermont, Vermont, Dane County, Wisconsin, USA
Listed on 2026-06-15
Listing for:
One Day In July LLC.
Full Time
position Listed on 2026-06-15
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Location: Town of Vermont
One Day In July LLC. is searching for a Financial Advisor to join their team in Vermont. You will onboard clients, maintain relationships, and manage portfolios while collaborating with the Investment Desk. The ideal candidate has a Series 65 license and at least 2 years of experience in financial advising.
This full-time role offers growth opportunities in a supportive environment and focuses on providing honest solutions to help clients save for retirement.
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