Financial Advisor Development Program - Indiana Market

National Black MBA Association; Terre Haute (IN); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Training and onboarding programs

Coaching from experienced leaders

Opportunities for portfolio growth

Job summary

A leading financial services firm seeks individuals for their Advisor Development Program in Terre Haute, Indiana. As a Financial Advisor, you'll engage with high-net worth individuals, analyze needs, and develop tailored recommendations. This program provides extensive training and mentorship, aiming to empower you to build a successful career in wealth management. Candidates should hold Series 7 & 66 licenses and have previous experience in financial services or sales. The firm values relationship building and trust, with a strong focus on client needs.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service industry.
• Proven ability to engage and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding offerings.
• Recommends investment products suitable for clients.
• Documents client interactions and opportunities in Salesforce.

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 services firm seeks individuals for their Advisor Development Program in Terre Haute, Indiana. As a Financial Advisor, you'll engage with high-net worth individuals, analyze needs, and develop tailored recommendations. This program provides extensive training and mentorship, aiming to empower you to build a successful career in wealth management. Candidates should hold Series 7 & 66 licenses and have previous experience in financial services or sales. The firm values relationship building and trust, with a strong focus on client needs.