Aspiring Wealth Advisor — Development Program

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Support for employee growth

Job summary

A leading financial institution in Hinsdale is seeking an Advisor Development Program Financial Advisor to support high-net worth clients in identifying their needs and delivering comprehensive financial recommendations. The ideal candidate will have strong relationship-building skills, Series 7 & 66 licenses, and experience in the financial services industry. This role offers competitive compensation ranging from $80,000 to $90,000, plus additional incentives based on performance, with comprehensive training and mentorship to ensure your success.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience working in the financial service industry.
• Exceptional interpersonal and relationship-building skills.
• Ability to work in an environment where compensation is tied to performance.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offering.
• Collect necessary client profile data following standard KYC procedures.
• Serve as interim Financial Advisor providing investment recommendations.
• Document all client interactions accurately.

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 in a relevant field

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Hinsdale is seeking an Advisor Development Program Financial Advisor to support high-net worth clients in identifying their needs and delivering comprehensive financial recommendations. The ideal candidate will have strong relationship-building skills, Series 7 & 66 licenses, and experience in the financial services industry. This role offers competitive compensation ranging from $80,000 to $90,000, plus additional incentives based on performance, with comprehensive training and mentorship to ensure your success.