Wealth Advisor Development Program – KC Market
National Black MBA Association
14 days+
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Benefits offered by this job
Job summary
A leading financial services institution is hiring for the Advisor Development Program for Financial Advisors in Leawood, Kansas. This role involves working closely with high-net worth clients to assess their financial goals and provide tailored investment advice. Ideal candidates will have strong interpersonal skills, be results-oriented, and hold Series 7 & 66 licenses. The program provides extensive training and mentorship opportunities, aiming to build a successful career with a comprehensive approach to wealth management.
Qualifications
- Proven ability to engage with and influence others.
- Exceptional interpersonal and relationship building skills.
- Effective communication skills in written and verbal forms.
Responsibilities
- Handles inbound inquiries regarding Merrill offerings.
- Documents all client interactions accurately in Salesforce.
- Collaborates with internal specialists to identify planning and investment strategies.
Skills
Business Acumen
Business Development
Oral Communications
Prospecting
Wealth Planning
Analytical Thinking
Client Experience Branding
Client Investments Management
Portfolio Analysis
Risk Management
Active Listening
Client Solutions Advisory
Emotional Intelligence
Referral Management
Trading
Education
Bachelor's degree
Tools
Salesforce
Microsoft Word
Microsoft PowerPoint
Microsoft Excel
Job description
A leading financial services institution is hiring for the Advisor Development Program for Financial Advisors in Leawood, Kansas. This role involves working closely with high-net worth clients to assess their financial goals and provide tailored investment advice. Ideal candidates will have strong interpersonal skills, be results-oriented, and hold Series 7 & 66 licenses. The program provides extensive training and mentorship opportunities, aiming to build a successful career with a comprehensive approach to wealth management.
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