Advisor Development Program — Grow Your Financial Career

Bank of America; Traverse City (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching from experienced leaders

Career development opportunities

Job summary

A financial services leader is seeking a Financial Advisor for their Advisor Development Program in Traverse City, Michigan. This role involves working with high-net worth individuals to identify needs, build relationships, and provide comprehensive recommendations aligned with financial goals. Candidates must hold the necessary licenses and demonstrate strong interpersonal and relationship-building skills. This position includes robust training and career development opportunities to support your success in wealth management.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial service industry/sales environment.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship-building skills.

Responsibilities

• Work with high-net worth individuals to identify needs and develop relationships.
• Manage and document client interactions using Salesforce.
• Recommending suitable investment products based on client needs.

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

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A financial services leader is seeking a Financial Advisor for their Advisor Development Program in Traverse City, Michigan. This role involves working with high-net worth individuals to identify needs, build relationships, and provide comprehensive recommendations aligned with financial goals. Candidates must hold the necessary licenses and demonstrate strong interpersonal and relationship-building skills. This position includes robust training and career development opportunities to support your success in wealth management.