Job ID:

FA701

Location:

St.

Petersburg, FL Status:

Full time Firm Summary We are excited to be establishing our presence in Florida, and are looking for talented individuals to join our team of financial advisors. Headquartered in Burlington, Vermont, One Day In July is a rapidly growing investment firm committed to disrupting the financial industry with a focus on reducing fees and improving portfolio performance for investors. We are hiring a financial advisor to service clients out of our St. Petersburg, FL location. One Day In July provides investment management and fiduciary advice, generally focused on index funds, to clients across the United States. We assist clients by assessing their existing asset portfolios and providing them actionable recommendations. We are seeking highly motivated candidates with a passion for learning about the investment industry and engaging with clients. Job Description As a Financial Advisor, you will be responsible for helping the firm onboard new clients and manage existing client relationships. 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. Process paperwork and other client requests. 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 with 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. Enjoy cultivating and managing long-term relationships with clients. Demonstrate excellent Microsoft Excel skills. 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. 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. Prior exposure to Charles Schwab and the Schwab Advisor Services platform is a plus. 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.

Salary Base Salary:

$70,000 - $80,000

Plus Commission 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. Benefits Health care plan 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. To Apply We do not regularly review resumes or applications submitted via Indeed. Applications that do not follow these instructions will not be considered. Please send the following to Jenny O'Brien at careers@onedayinjuly.com A resume in PDF format. A cover letter 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, in context of this specific job. We are looking for previous demonstrations of excellence and commitment, and the more granularity you can provide, the better. The Job ID at the top of this posting should start the subject line of your email. We do not use AI to screen candidates, and we ask that you don't use generative AI to write your application materials. We want to hear directly from you. We respond to all diligent applicants. We keep all applications private. One Day In July LLC is an equal opportunity employer. 1. "

FINRA 2024

Industry Snapshot" FINRA, Dec. 13, 2024 2.

Source:

The Kitces Report, "2024 Financial Planner Productivity Study" Retrieved 10 May 2025. The statement applies to clients with at least $150,000 in assets under management. Clients with lower assets under management are subject to a minimum annual advisory fee that may not be lower than that of our competitors'.

Pay:

$70,000.00 - $80,000.00 per year

Benefits:

401(k) 401(k) matching Health insurance

Work Location:

In person