Financial Advisor Training Program

The training program of One Day In July resembles medical education. There are three steps:

1. Learn.
2. Do.
3. Teach.

You should expect the first two to three years in the role to be intense years. We will train you both in investment and client management, as well as in the entrepreneurial skills needed to build your own business. If you bring the grit, tenacity, attention to detail, and communication skills, we will ensure you have the tools to grow your client base and become a successful Financial Advisor at One Day In July.

We will give you up to four months to prepare for and pass the Series 65 securities license exam or equivalent. Once you pass the exam, we will support your training via a mentorship program with one or several existing One Day In July Financial Advisors, as well as supplemental one-on-one guidance from our compliance personnel.

The reason we say "several Advisors" is that Advisors bring different strengths and areas of focus. While you may have a primary contact, working with different Advisors gives you a sense of the multiple facets of the business. You will see and understand different approaches and outlooks.

In addition to principles about the securities markets, valuations, cash flows, indexes, asset allocation, taxes, market history, behavioral errors, and other important pieces of investing, we will teach you how the industry bills clients. We will train you on our extensive, proprietary software offerings, and show you why the product and service One Day In July offers is so much different from that of competitors.

As you begin to work with clients, our Investment Desk will assist you in trading accounts, and other Advisors and personnel will be there for questions you may have. As you feel comfortable in your role, our marketing team will work closely with you to help you grow your business and refine your message. All along the way, you will have access to our proprietary software systems which embed much competitive advantage.

Financial Advisor Role Description

Careers Page