Financial Advisor - Indiana Market Elite Training & Growth

Bank of America; Jasper (IN); On-site; USD 50,000 - 75,000; 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 to join their Advisor Development Program in Jasper, Indiana. The ideal candidate will engage with high-net-worth individuals, identify their financial needs, and deliver tailored investment solutions. Responsibilities include building relationships, documenting client interactions, and collaborating with experienced advisors. Required qualifications include Series 7 & 66 licenses, one year in financial services, and strong interpersonal skills. Bank of America offers comprehensive training and resources to ensure your success, alongside a competitive compensation package.

Qualifications

• Currently holds Series 7 & 66 (or 63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in the financial services industry.
• Minimum of one year experience in the investments industry.

Responsibilities

• Develop a book of business to meet performance goals.
• Handle inquiries and position offerings to prospects.
• Document client interactions in Salesforce accurately.

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 institution is seeking a Financial Advisor to join their Advisor Development Program in Jasper, Indiana. The ideal candidate will engage with high-net-worth individuals, identify their financial needs, and deliver tailored investment solutions. Responsibilities include building relationships, documenting client interactions, and collaborating with experienced advisors. Required qualifications include Series 7 & 66 licenses, one year in financial services, and strong interpersonal skills. Bank of America offers comprehensive training and resources to ensure your success, alongside a competitive compensation package.