Advisor Development Program: Launch Your Wealth Management Career

Bank of America; Highland Park (IL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Formulaic incentive plan

Job summary

A leading financial institution is seeking an experienced Financial Advisor for their Advisor Development Program. This role involves working with high-net worth individuals, developing relationships, and recommending investment solutions. The ideal candidate will have a minimum of one year in the financial services industry and be licensed with Series 7 & 66. Benefits include comprehensive training and a competitive salary range of $80,000 - $90,000 per year.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Goal and results oriented with an entrepreneurial mindset.

Responsibilities

• Identify needs and develop relationships with high-net worth individuals.
• Recommending investment products based on client profiles.
• Document client interactions accurately within Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Client Experience Branding

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is seeking an experienced Financial Advisor for their Advisor Development Program. This role involves working with high-net worth individuals, developing relationships, and recommending investment solutions. The ideal candidate will have a minimum of one year in the financial services industry and be licensed with Series 7 & 66. Benefits include comprehensive training and a competitive salary range of $80,000 - $90,000 per year.