Job ID: 009A
Location: Vermont, New Hampshire, Massachusetts, and eastern New York.
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.
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.
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.
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.
Please send the following to Nancy at firstname.lastname@example.org:
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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