Aspiring Wealth Advisor (Development Program)

Bank of America; Raleigh (NC); On-site; USD 60,000 - 100,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Comprehensive client advisory support

Job summary

A leading financial institution in Raleigh is seeking a Financial Advisor for its Advisor Development Program. The successful candidate will work with high-net worth clients to identify their needs and deliver tailored investment strategies. The role includes developing a client portfolio, recommending investment solutions, and collaborating with a Financial Advisor team. Ideal candidates must hold Series 7 & 66 licenses and have relevant financial service experience. This position offers extensive training and career growth opportunities within an in-office culture and a focus on diverse perspectives.

Qualifications

• Holds Series 7 & 66 (or equivalent) licenses.
• Minimum one year of experience in financial services or sales environment.
• In-depth knowledge of investment products and services.

Responsibilities

• Handles inbound inquiries from leads regarding offerings.
• Collects client profile data, following KYC procedures.
• Serves as interim Financial Advisor to recommend suitable products.

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 leading financial institution in Raleigh is seeking a Financial Advisor for its Advisor Development Program. The successful candidate will work with high-net worth clients to identify their needs and deliver tailored investment strategies. The role includes developing a client portfolio, recommending investment solutions, and collaborating with a Financial Advisor team. Ideal candidates must hold Series 7 & 66 licenses and have relevant financial service experience. This position offers extensive training and career growth opportunities within an in-office culture and a focus on diverse perspectives.