Financial Advisor

Job Description As a Financial Advisor, you will be responsible for helping the firm onboard new clients and manage existing client relationships. You will be working directly with clients. Working closely with our Investment Desk, you will review unique investment situations and rebalance accounts. You will utilize proprietary software and construct spreadsheets. You must be an organized person. Note that the financial industry involves significant paperwork. You need to have a Series 65 or equivalent set of licenses in order to perform this role. This position offers ample opportunity for growth, making it an ideal fit for candidates looking to expand their knowledge and pursue a new challenge. In this role, you will: Work directly with new and existing clients. Analyze client asset allocations. Look to reduce client taxes incurred. Process paperwork and other client requests. Give each client situation careful attention and scrutiny. Work with the Investment Desk to coordinate trading and rebalancing. Utilize CRM to carefully manage client portfolios and keep detailed records. Answer questions and help train new advisors and staff members. You will be expected to help close leads from new prospects who have contacted us about joining the firm. You will not be expected to perform high-volume telephone outreach. Engagement and outreach to prospective clients and the broader community is essential. When you bring in clients on your own, there is a generous commission for doing so. (Note that we are fiduciaries. Only clients pay us, and they can see clearly what they pay. This is NOT a commission for selling products.) This role requires you to plan, set up, and attend occasional offsite events. You must have reliable transportation and a willingness to travel, along with the ability to transport supplies to and from events. Qualifications You hold a Series 65 or equivalent set of licenses. 2+ years of experience as a financial advisor working with clients. (If you are interested in becoming a financial advisor but lack industry experience, consider the Client Services Associate position at One Day In July. This can put you on track to becoming a financial advisor.) Be an excellent communicator, both written and verbal. Have an interest in investing, finance, and economics. Possess a positive attitude, tremendous grit, and the ability to prioritize. Enjoy cultivating and managing long-term relationships with clients. Be skilled at developing trust with clients. Maintain a high standard for client service, attention to detail, and documentation. Be proactive: identify opportunities and problems and take them to the next level without being asked. Be able to “wear multiple hats” and quickly adapt to changing priorities. Focus on processes and controls with the ability to assess risk. Have a commitment to maintaining confidentiality and ethical standards. Share our firm’s mission and investment philosophy of lowering fees and espousing the value of diversified, low-cost index funds. What’s in it for you? One Day In July is a rapidly growing investment firm. If you have the drive to learn and execute effectively, there is significant room for growth and advancement. Feel great about offering an honest, transparent solution to Floridians, and Americans trying to save for retirement. One Day In July is a fiduciary: we are legally and ethically obligated to act in our clients’ best interest. (Only 12% of people registered with the securities industry are registered in a way that requires them to be fiduciaries on all accounts.1) Win on price: our prices tend to be lower than many of our competitors' prices. It is fun to be in a firm that is winning and taking market share.2 Join an established but rapidly growing firm with a variety of career paths for associates. Enjoy a low‑meeting culture. Be part of a friendly, hardworking team that prides itself on mutual respect for one another. Develop mastery of subject areas that help clients and other employees. Enjoy a beautiful office in St. Petersburg, FL. Commission: One Day In July has a commission program that over time can more than double to triple base salary for diligent, hard‑working advisors. Part one of the commission program is available from the start, assuming you have your license. The second part is available after one year. (Note that we are fiduciaries. Only clients pay us, and they can see clearly what they pay. This is NOT commission for selling products.) Hours/Location This job is full time. This job is based in our St. Petersburg, FL office. 401k plan with low-cost index funds and One Day In July strategy embedded. No high‑fee funds (this matters greatly, as you’ll learn if you work here)! Available after meeting eligibility requirements. 401k match. Available after meeting eligibility requirements. Paid vacation. Number of weeks commensurate with experience. Includes the luxury of being required (yes, required) by the firm’s founder to disconnect from work on your vacation days. An excellent Mac laptop with a fast processor and retina screen, a sit‑down / stand‑up desk, plenty of space to work comfortably, relatively private work areas, and other resources for top productivity. Our employees are not cogs in a machine and we don’t treat them that way. One Day In July LLC is an equal opportunity employer. #J-18808-Ljbffr