Financial Advisor


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


Summary

Headquartered in Burlington, VT, with an office in Shelburne, VT as well, we are looking to expand our footprint and engage Financial Advisors in Vermont, New Hampshire, Massachusetts, Connecticut, and eastern New York communities. 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.

Description

As Financial Advisors 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 and compliance 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. 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 Successful Advisor 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.

Contracted Advisors receive 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.

After two years, you will be a commission-only Contractor. Commission is calculated based on Assets Under Management (AUM). Advisors receive 45% on the revenue generated from their cumulative AUM. You will have the potential to gain book ownership rights over your client base.

Advisors will receive a top-of-the-line 27" iMac with a fast processor and retina screen.


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

  • A resume and cover letter in PDF format. In your cover letter, let us know what is unique about you. Include at least one paragraph explaining what makes you stand our 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 will consider qualified applicants without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

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

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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.
Index Funds
Broad market exposure, low expense.
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 transitions = 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.
Taxes on Investments
What causes taxes within your investments?
Behavioral Economics
The less emotion, the better.
Timing the Market in 2020
2020 - a case study in the futility of market timing.
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 research 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.
How to Relieve Financial Stress
New client? anxiety is normal.
Financial Terms Glossary
Common investment terms you should know.
Firm Comparison
One Day In July vs the competition.
Retired Investing
Retiring? Let us help.
Accounts We Manage
We manage a wide range of investment account types.
High Net Worth Investors
Preserve and grow your wealth.
Investing an Inheritance
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Female Investors
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Carbon intensity, fossil fuels.

Locations

Vermont

Connecticut

United States

Services

Individuals

401k Plans

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Environmental

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