Financial Advisor Development Program: Build Wealth Career

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

Benefits offered by this job

Comprehensive training programs

One-on-one coaching

Access to a wide range of financial resources

Job summary

A major financial services corporation seeks a Financial Advisor for their Advisor Development Program in Phoenix, AZ. This role involves working with high-net-worth individuals to assess their financial needs, providing tailored recommendations. Candidates should hold the Series 7 & 66 licenses and have a strong background in financial services. The position offers comprehensive training to facilitate career growth and success. Join a diverse team and help clients achieve their financial goals.

Qualifications

• Current Series 7 & 66 licenses are required.
• One year experience in financial services or sales.
• Ability to engage and influence others.

Responsibilities

• Handles inbound inquiries regarding financial services.
• Collects client profile data per KYC standards.
• Documents client interactions in Salesforce.

Skills

Business Acumen

Analytical Thinking

Client Solutions Advisory

Emotional Intelligence

Active Listening

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft Excel

Salesforce

Job description

A major financial services corporation seeks a Financial Advisor for their Advisor Development Program in Phoenix, AZ. This role involves working with high-net-worth individuals to assess their financial needs, providing tailored recommendations. Candidates should hold the Series 7 & 66 licenses and have a strong background in financial services. The position offers comprehensive training to facilitate career growth and success. Join a diverse team and help clients achieve their financial goals.