Financial Advisor - Indiana Market Elite Training & Growth

Bank of America; Fort Wayne (IN); On-site; USD 50,000 - 75,000; Full time

Benefits offered by this job

World-class training and on-boarding programs

One-on-one coaching

Defined consultative approach to client needs

Job summary

A leading financial institution is seeking a Financial Advisor as part of their Advisor Development Program in Fort Wayne, IN. The role involves building relationships with high-net worth clients, recommending tailored investment solutions, and collaborating with seasoned financial advisors to enhance professional skills. The successful candidate should hold the required licenses, have a minimum experience in financial services, and possess strong interpersonal skills. This full-time role offers comprehensive training and support in a collaborative environment.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience working in the financial service industry and/or a sales environment.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Developing a book of business to meet performance hurdles.
• Recommend suitable investment products and services.
• Documenting all client interactions within 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 in a relevant field

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is seeking a Financial Advisor as part of their Advisor Development Program in Fort Wayne, IN. The role involves building relationships with high-net worth clients, recommending tailored investment solutions, and collaborating with seasoned financial advisors to enhance professional skills. The successful candidate should hold the required licenses, have a minimum experience in financial services, and possess strong interpersonal skills. This full-time role offers comprehensive training and support in a collaborative environment.