Wealth Advisor Dev Program: Start Your Financial Career

National Black MBA Association; Auburn Hills (MI); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training programs

One-on-one coaching

Career growth opportunities

Job summary

A wealth management firm is seeking a Financial Advisor to assist high-net-worth individuals in achieving their financial goals. The role includes developing client relationships, recommending tailored investment products, and engaging in training to promote personal growth. Ideal candidates will have prior experience in the financial industry and hold Series 7 & 66 licenses. This position offers 1st shift hours and requires a strong ability to build trust and communicate effectively.

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

• Handle inbound inquiries regarding Merrill offerings.
• Document all client interactions within Salesforce.
• Collect necessary client profile data.

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

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A wealth management firm is seeking a Financial Advisor to assist high-net-worth individuals in achieving their financial goals. The role includes developing client relationships, recommending tailored investment products, and engaging in training to promote personal growth. Ideal candidates will have prior experience in the financial industry and hold Series 7 & 66 licenses. This position offers 1st shift hours and requires a strong ability to build trust and communicate effectively.