Financial Advisor Development Program - Florida Market

National Black MBA Association; Boca Raton (FL); On-site; USD 55,000 - 80,000; Full time

Job summary

A financial services organization is seeking a Financial Advisor to join the Advisor Development Program. This role involves working with high-net-worth clients to identify financial needs and develop tailored investment strategies. The ideal candidate will hold relevant licenses and have at least one year of experience in finance or sales. Skills in communication, relationship-building, and analytical thinking will be essential for success in this dynamic position.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services and/or a sales environment.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Serves as interim Financial Advisor, providing recommendations.
• Documents all client interactions in Salesforce.

Skills

Business Acumen

Oral Communications

Analytical Thinking

Client Solutions Advisory

Emotional Intelligence

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

PowerPoint

Excel

Job description

A financial services organization is seeking a Financial Advisor to join the Advisor Development Program. This role involves working with high-net-worth clients to identify financial needs and develop tailored investment strategies. The ideal candidate will hold relevant licenses and have at least one year of experience in finance or sales. Skills in communication, relationship-building, and analytical thinking will be essential for success in this dynamic position.