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OPEN POSITIONS:


Financial Advisor

Vermont, New Hampshire, Massachusetts, and Eastern New York.


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OUR MISSION
We are disrupting the advice sector of the financial business. Long a sleepy, high-margin area for financial firms, One Day In July focuses on lowering fees for clients while striving to optimize results via portfolios of index funds. We operate a business model that we believe is wonderful for our clients and difficult for our competitors. We help clients from startup investors to those with high net worth, from individuals to non-profits to businesses. Our rapid growth has attracted attention to financial indexing in Vermont and New England. We intend to publicize our service more widely and become a national firm.

OUR CULTURE
We are looking for people who have intense focus and the organization to accomplish specific tasks each day. Beyond the regulatory compliance that is mandatory, we strive to create a working environment that allows for employee autonomy. We believe accomplishment and merit drive reward. You should feel comfortable taking the lead on projects and pushing forward.

In general, if you would describe yourself as a perfectionist with intense grit, we want to talk to you.

You do not need a background in financial services. We encourage applicants from other fields. Advisor positions require a Series 65 securities license or equivalent. We have a training program for promising individuals who do not hold this license but would like to enter the financial industry.

A UNIQUE POSITION
One Day In July has the advantageous position of not needing or having external investors. Yet we possess agility and growth large firms often lack. Our employees can focus on clients while enjoying disruptive excitement typical of Silicon Valley firms.

Our choice of industry, our choice of geographic location, and our vastly more efficient business model give employees a professional-level career track while enjoying the benefits of living in Vermont or, in the case of financial advisors, their hometown.

BENEFITS

  • Our 401k plan consists of excellent, low-cost index funds. As an employee you will have access to the same indexes and models our clients receive. You will not get a 401k with the actively managed, high-fee mutual funds present in so many 401k plans. This matters greatly over time.
  • We do not skimp on resources for our employees. All employees get at least one top-of-the-line 27" iMac computer with fast processors and retina screens.
  • Health care plan.

OTHER
Women are underrepresented in the financial industry. If you are a woman, we recommend you consider us. There are many other women who would like to work with you as clients.

For all applicants, we will keep your application private, with exceptions discussed with you.

One Day In July LLC is an equal opportunity employer.

How We Are Different
Low-fee index funds. Transparent & fiduciary financial advisors.
Local Financial Advisor
We are in your community We are local.
Investment Management
We tailor to each client. Index funds at the core.
About Us: Past and Future
Founded on a simple idea, growing fast.
Dan's Corner
Meaningful musings from our founder.
Fiduciary
Your best interests are our priority.
Low Fees
Our fees are among the lowest in the nation.
Financial Planner
Financial advisor optimizes your financial picture.
U.S. Treasury Bonds
Use Treasury Bonds to reduce risk.
Book Recommendations
Here are some of our favorites
Who We Serve
We work with clients nationwide from all financial backgrounds.
When Should I Invest?
Life transistions = important financial decisions.
Retirement: 401k and More
Retiring? Plan the future you want.
IRA Rollovers
401k Rollovers. IRA Rollovers
Active vs. Passive Investing
We believe there is a winner in this debate.
The Investment Process
How we work: low-cost index funds, personalized attention.
Simplicity
Simplicity is the ultimate sophistication.
Investing: What to Focus On
Low-fee index funds. fee-only advisor.
Switching Financial Advisors
Can be uncomfortable, but an important step.
Advisor Recruiting
We attract top-tier talent. Not your usual firm.
Basic Investing
Let's start with Investing 101.
Understanding Your Financial Statement
Let's break it down to basics.
Index Funds
Broad market exposure, low expense.
Behavioral Finance
Nudge vs. Sludge.
Advanced Investing
Let's geek out on stats, figures, and fundamentals.
How Financial Firms Bill
Fee-based vs. fee-only, and lots more.
Who Supports Indexing?
Bogle, Swensen, Buffett, and others.
Transparency
One click to see our fees..
Mutual Funds vs ETFs
Clarifying the difference.
Does Stock Picking Work?
The resaerch says no.
Countering Arguments Against Index Funds
What happens in a down market?
Annuities
Lots of fees, little clarity.
How Do Mutual Funds Work?
Invest in the basket.
New Client? Anxiety is Normal.
The emotions of the new investor.
Financial Terms Glossary
Common investment terms you should know.
Inflation
Inflation through the investment lense.
Retired Investing
Retiring? Let us help.
Young Investors
Plant a seed, watch it grow.
High Net Worth Investors
Preserve and grow your wealth.
Investing an Inheritance
Prioritizing and planning for the future.
Widowed Investors
Managing money after a loss.
Female Investors
Your voice needs to be heard. We are listening.
For the Business Owner
Choosing what's best for your business.
Socially Responsible Investors
ESG Investing basics.

Why The Name?

Locations

Vermont

New Hampshire

Maryland

United States

Materials

Our Brochure

Advisors: Join Us

Careers

Articles on Investing

About the Secure Act

Quarterly Booklets

Services

Individual Accounts

401(k) Plans

Fiduciary

Resources

Vermont Investment Management

Vermont Retirement Planning

Vermont Wealth Management

Vermont Financial Advisors

Investment Tools

Individuals

Shelburne, VT Financial Advisors

Frank Koster | Josh Kruk

5247 Shelburne Rd, Suite #101

Shelburne, VT 05482

(802) 777-9768

Stowe, VT Finanical Advisors

Steve Schleupner

(301) 514-4499

Burlington, VT Financial Advisors

Hans Smith | Katie Muttitt

77 College Street #3A

Burlington, VT 05401

(802) 503-8280

Portsmouth, NH Financial Advisors

Paul Barry

4 Market Street, 2nd Floor

Portsmouth, NH 03801

(603) 531-3773

Frederick, MD Financial Advisors

Steve Schleupner

(301) 514-4499


Disclosures

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