Financial Advisor - Indiana Market Elite Training & Growth

Bank of America; Bloomington (IN); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training and onboarding

One-on-one coaching

Collaborative work environment

Job summary

A leading financial institution is seeking a Financial Advisor in the Advisor Development Program. This role involves working with high-net worth clients to identify their needs and deliver comprehensive recommendations. You'll benefit from world-class training and mentorship to build your business knowledge and succeed in a results-driven environment. Candidates should have Series 7 & 66 licenses and some prior experience in finance or sales. Join us to develop your career in wealth management.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65) licenses.
• Minimum of one year experience in financial services or sales.
• Ability to work in a performance-based compensation environment.

Responsibilities

• Work with high-net worth individuals to identify needs and deliver recommendations.
• Develop a book of business and exceed performance hurdles.
• Handle inbound inquiries from leads regarding services offered.

Skills

Business Acumen

Effective Communication

Prospecting

Relationship Building

Emotional Intelligence

Analytical Thinking

Education

Bachelor's degree (desired)

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is seeking a Financial Advisor in the Advisor Development Program. This role involves working with high-net worth clients to identify their needs and deliver comprehensive recommendations. You'll benefit from world-class training and mentorship to build your business knowledge and succeed in a results-driven environment. Candidates should have Series 7 & 66 licenses and some prior experience in finance or sales. Join us to develop your career in wealth management.