Wealth Advisor Development Program (Financial Advisor)
Bank of America
14 days+
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Benefits offered by this job
Job summary
A leading financial services company is looking for a Financial Advisor to support high-net worth clients in achieving their financial goals. You will develop a personal relationship with clients, recommend investment products, and collaborate with advisory teams. The role includes comprehensive training and the potential for bonuses based on performance. If you have Series 7 & 66 licenses and a background in finance, this position offers an annual salary range of $80,000 to $90,000 and valuable benefits.
Qualifications
- Currently holds Series 7 & 66 licenses.
- Minimum one year experience in financial services or sales.
- Strong interpersonal and relationship-building skills.
Responsibilities
- Work with high-net worth individuals to identify needs.
- Develop a book of business to meet performance hurdles.
- Provide comprehensive investment recommendations.
Skills
Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Emotional Intelligence
Education
Bachelor's degree
Tools
Salesforce
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Job description
A leading financial services company is looking for a Financial Advisor to support high-net worth clients in achieving their financial goals. You will develop a personal relationship with clients, recommend investment products, and collaborate with advisory teams. The role includes comprehensive training and the potential for bonuses based on performance. If you have Series 7 & 66 licenses and a background in finance, this position offers an annual salary range of $80,000 to $90,000 and valuable benefits.
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