Advisor Careers


The Advisor Careers site is written by our Founder, Dan Cunningham.

Financial Advisors

This page focuses on Financial Advisor positions. Advisors are not employees – you are paid from your own Advisory business, though we provide a two-year stipend and much other support to get you started. We do not control your schedule or make day to day operating decisions for you. You will not have a sales completion quota. You do have to stay inside our regulatory framework.

Financial Advisors are required to hold 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.

Primarily we are looking to expand in these regions: northeast Vermont (Montpelier and northeast from there), Massachusetts, Albany, New York, and Saint Petersburg, Florida. However, if you reside elsewhere in the country and this seems attractive to you, we can discuss.

Potential Advisor applicants should also read the page about the One Day In July employee culture. One Day In July Careers


Entrepreneurship Matters.

Entrepreneurship is a long, French word, but don’t let that intimidate you. Don't let the idea intimidate you either! The control you gain over your own future is exhilarating. It can be very profitable - Musk and Gates didn’t get rich on their salaries, they got rich on the equity value of their businesses.

Owning a business in your community helps your community. Entrepreneurs garner inbound cash flow for local economies, raise standards of living, support other businesses, introduce creative ideas, fund other entrepreneurs, and give to non-profits.


It's not just small organizations declining.

We have observed an ongoing trend against personal autonomy in organizations. As bureaucratic layers pile up and large software systems attempt to measure everything (generally doing a poor job of it), people feel like common-sense, simple approaches are discarded. By giving you control over your own practice, you enjoy autonomy that is hard to find elsewhere.


Ownership Matters.

People switch jobs all the time. But it takes years to get really good at something so you can both provide competitive value and feel confident doing so. Long-term commitments and approaches deliver benefits to clients that call-center financial firms cannot match.

Think about the longer arc of your career – you want to end up owning something. We support this outlook. We think it is great for our clients, great for you, and great for us.


You decide how far you want to go.

You may reach a point in your business growth where you decide “I like what I have, I don’t want to grow anymore. I just want to take care of my existing clients.” Or you might say “I want to bring in partners and employees and grow a big business.” Both approaches, and many in between, are fine with us.


Entrepreneurship does not mean easy.

View the first three years in this role like a medical residency. To be successful you are going to have to be 100% committed. It is going to be a lot of work, and sometimes you’ll feel overwhelmed. You are going to have to take a lot of rejection. You need to be organized, and you need to absorb new information quickly.


It's easier when you have a competitive advantage.

One Day In July tries to win on three things at the same time: low prices for clients, superior investment and software products, and personal service from a long-time Advisor. It’s difficult to win on all three, but clients notice.


Why partner with us?

Successful entrepreneurs create strong partnerships. By building your business with us, we reduce or remove costly and time-consuming processes from your scope of responsibility. These include compliance, software construction, investment desk services, and marketing. In addition, we help with training and sales growth.


Financial industry experience not required.

You do not need experience in the financial industry to start a One Day In July Advisory business. There are other traits that matter more, and we focus there.


We will train you.

We will provide extensive initial and ongoing training in the financial services industry. And as experienced entrepreneurs, we will help you found and grow your business.



DIFFERENTIATORS
GETTING STARTED
MATERIALS
How We Are Different
Understanding Your Financial Statement
Articles on Investing
Investing with Low Cost Index Funds
Pay Yourself First
Why Use a Fiduciary Financial Advisor?
Financial Planning
Quarterly Booklets
Simple, Low Investment Fees
Investor Resources
Investment Tools
Financial Firm Comparison
The Investment Process
One Day In July in the Media
Local Financial Advisor
How to Switch Financial Advisors
Frequently Asked Questions
Book Recommendations
Types of Investors
One Day In July Careers
Prospect Booklet
Square Mailers
Fee Calculator
SERVICES
Types of Accounts We Manage
Options for Self-Employed Retirement Plans
Saving Strategies
What to do When Receiving a Pension
Investment Tax Strategy: Tax Loss Harvesting
Vermont Investment Management
How to Invest an Inheritance
Investment Tax Strategy: Tax Lot Optimization
Vermont Retirement Planning
How to Make the Best 401k Selections
Investing for Retirement: 401k and More
Vermont Wealth Management
How to Rollover a 401k to an IRA
Investing in Bennington, VT
Vermont Financial Advisors
Investing in Albany, NY
Investing in Saratoga Springs, NY
New Hampshire Financial Advisors
INVESTING THOUGHTS
Should I Try to Time the Stock Market?
Mutual Funds vs. ETFs
Inflation
The Cycle of Investor Emotion
Countering Arguments Against Index Funds
Annuities - Why We Don't Sell Them
Aim for Average
How Financial Firms Bill
Low Investment Fees
Understanding Fixed Income: Interest Rate Risk
Investing in a Bear Market
Investing in Gold
Is Your Investment Advisor Worth One Percent?
Active vs. Passive Investment Management
Investment Risk vs. Investment Return
Who Supports Index Funds?
Articles by Dan Cunningham
Does Stock Picking Work?
The Growth and Importance of Female Investors
Behavioral Economics
The Forward P/E Ratio

Vergennes, VT Financial Advisors

206 Main Street, Suite 20

Vergennes, VT 05491

(802) 777-9768

Wayne, PA Financial Advisors

851 Duportail Rd, 2nd Floor

Chesterbrook, PA 19087

(610) 673-0074

Burlington, VT Financial Advisors

77 College Street, Suite 3A

Burlington, VT 05401

(802) 503-8280

Middlebury, VT Financial Advisors

79 Court Street, Suite 1

Middlebury, VT 05753

(802) 829-6954

Hanover, NH Financial Advisors

26 South Main Street, Suite 4

Hanover, NH 03755

(802) 341-0188

Rutland, VT Financial Advisors

734 E US Route 4, Suite 7

Rutland, VT 05701

(802) 829-6954


v 2.4.51 | © One Day In July LLC. All Rights Reserved.