At One Day In July, we welcome applicants from various industries who have a keen interest in investing, finance, and economics. The skills needed to become a successful financial advisor are not unique to a specific college course or internship. You need to have strong interpersonal and analytical skills and be committed to continuous learning throughout your career.
As a financial advisory firm, we provide personalized investment management for individuals, families, and institutions in Vermont and across the United States. We work with clients to understand their financial goals and build investment solutions.
Clients entrust us with their savings and really, their financial future. That is not something we take lightly. At One Day In July we are fiduciaries on all accounts, for all clients. That means that we have a legal and ethical responsibility to put the best interest of our clients at the forefront of everything we do. Only 12% of financial advisors are registered in a way that requires them to be fiduciaries on all accounts.1 We believe this is both a competitive advantage for us and simply the right thing to do for our clients. You can learn more about what it means to be a fiduciary here.
The first step of transitioning into the financial industry is having a keen interest in finance and economics. You also need to enjoy working with people. This is a technical job, but it is also a very personal role. You need to understand complicated topics and be able to educate someone on them according to their own knowledge level.
If you are transitioning from another industry to One Day In July, you will likely start as an Associate Financial Advisor. In this role you will focus on managing clients that are part of the house book. You will meet with prospective clients and cultivate relationships with existing clients as you learn about the strategies and methodologies of the firm.
Financial Advisors at One Day In July have the opportunity to manage their own book of clients. They typically earn commission as part of their pay structure, based on the assets they have under management.
You need to pass the Series 65 exam in order to be a financial advisor at One Day In July. New employees are given four months to do so. Study hours are on your own time.
Reading is a hot topic around here. If you are looking to transition to the financial industry we recommend doing some reading from this list. Don’t worry, reading all of these books is not a prerequisite to working here. But they will be helpful in outlining the basis for our general strategy as a firm.
More information on working in the financial industry.
One Day In July is a rapidly growing investment firm. If you have the drive to learn and execute effectively, there is significant room for growth and advancement. If we do not have an open job but you feel you would be a good fit here, we encourage you to reach out to careers@onedayinjuly.com.
See our current openings here.
1. “FINRA 2023 Industry Snapshot” FINRA, May 18, 2023
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