Advisor Development Program — Grow Your Financial Career

Bank of America; Saginaw (MI); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training and onboarding programs

One-on-one coaching from local leadership

Job summary

A leading financial institution in Saginaw is seeking a Financial Advisor as part of their Advisor Development Program. The successful candidate will engage with high-net worth individuals, identify needs, and recommend tailored investment strategies. Ideal applicants will possess Series 7 & 66 licenses, along with strong communication and relationship-building skills. This position offers extensive training and support to help you build a successful career in wealth management.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial services or sales.
• Proven ability to influence and engage clients.

Responsibilities

• Develop relationships with high-net worth individuals.
• Recommend investment products suitable for client needs.
• Document client interactions in Salesforce.

Skills

Business Acumen

Effective Communication

Analytical Thinking

Relationship Building

Active Listening

Entrepreneurial Mindset

Education

Bachelor's degree (desired)

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Saginaw is seeking a Financial Advisor as part of their Advisor Development Program. The successful candidate will engage with high-net worth individuals, identify needs, and recommend tailored investment strategies. Ideal applicants will possess Series 7 & 66 licenses, along with strong communication and relationship-building skills. This position offers extensive training and support to help you build a successful career in wealth management.