Wealth Advisor Dev Program - Launch Your Advisory Career

National Black MBA Association; Winter Park (FL); On-site; Full time

Benefits offered by this job

Comprehensive training programs

One-on-one coaching

Collaboration with core banking and investment partners

Job summary

A leading financial services company in Winter Park, Florida, seeks a Financial Advisor to join their Advisor Development Program. The role involves working with high-net-worth individuals to help them meet their financial goals through personalized advice and recommendations. Applicants should possess Series 7 & 66 licenses and have at least one year of experience in finance or sales, demonstrating skills in relationship building and effective communication. Comprehensive training and support are provided, ensuring a successful transition into this career.

Qualifications

• Current Series 7 & 66 licenses (or 63 & 65 in lieu of 66).
• Minimum one year experience in financial service and/or sales environment.
• Experience in the investments industry with knowledge of investment products.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Collect necessary client profile data following KYC procedures.
• Provide investment recommendations suitable for client objectives.

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 company in Winter Park, Florida, seeks a Financial Advisor to join their Advisor Development Program. The role involves working with high-net-worth individuals to help them meet their financial goals through personalized advice and recommendations. Applicants should possess Series 7 & 66 licenses and have at least one year of experience in finance or sales, demonstrating skills in relationship building and effective communication. Comprehensive training and support are provided, ensuring a successful transition into this career.