Financial Advisor

Job ID: 009A
Location: Vermont, New Hampshire, Massachusetts, and eastern New York.

Summary

Headquartered in Burlington, VT, with offices in Portsmouth, NH and Shelburne, VT, we are looking to expand our footprint and hire financial advisors in Vermont, New Hampshire, Massachusetts, and eastern New York communities. 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.

Description

As a Financial Advisor at One Day in July, you will have the independence to choose the clients and markets you want to pursue to grow your own book of business. This opportunity allows for flexibility and independence as you build your client base, while being supported by our investment platforms and operational support from our home office in Burlington, Vermont. You will take initiative to develop leads, identify opportunities and take them to the next level. Along with our investment team, you will work with clients to understand their risk tolerance and investment objectives to develop a financial portfolio that best fits their needs. Once on board, you will work to maintain on-going clear and conscientious communication with all clients consistent with the superior customer service standards at One Day In July.

A strong candidate will:

  • Preferably have a BA/BS degree.
  • Be a tenacious self-starter with strong interpersonal and networking skills.
  • Maintain a high standard for client service and diligent attention to detail.
  • Hold a series 65 license or equivalent. (We have a training program for promising individuals who currently do not hold this license.)
  • Share our firm's mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds.
  • Have excellent computer skills: Word, Excel, Gmail, and web browsers.
  • Possess a positive attitude and tremendous grit.

    Salary

    Advisors are paid an annual stipend for their first two years with One Day In July:

  • Year One: $36,000 plus commission.
  • Year Two: $24,000 plus commission. Commission is calculated based on Assets Under Management (AUM). Advisors receive 45% on the revenue generated from their cumulative AUM.

    Benefits

  • 401k plan with low-cost index funds and One Day In July models. No high fee funds (this matters greatly, as you’ll learn if you work here)!
  • At least one top-of-the-line 27” iMac with a fast processor and retina screen
  • Health care plan.

    To Apply

    Please send the following to Nancy at nancy@onedayinjuly.com:

  • A resume in PDF format. In your cover letter, let us know what is unique about you that we should know. Additionally in your cover letter, include at least one paragraph explaining what makes you stand out from other applicants.
  • We want to see how you think and construct an argument. Submit a one page Word document, the top half of which answers this question from your point of view: “Does modern life give us more freedom or less freedom than in the past?” The bottom half of the document should be a separate response which answers this question: “Does instant connectivity and communication bring people together or push them apart?”
  • The Job ID above in the subject line of your email. We respond to all diligent applicants. We keep all applications private.

    One Day In July LLC is an equal opportunity employer.

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  • 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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