Wealth Advisor Development Program

National Black MBA Association; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Comprehensive training programs

One-on-one coaching

Collaborative work environment

Job summary

A prominent financial services provider is seeking a Financial Advisor to join their team in Atlanta. This role is part of the Advisor Development Program, designed to help you build a successful career while working with high-net-worth clients. Key responsibilities include developing relationships, recommending investment products, and managing client accounts. Candidates should have relevant licenses and a proven track record in sales or financial services. A supportive environment ensures you have the tools and training needed for success.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales.
• Proven ability to engage and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding offerings.
• Serves as interim Financial Advisor providing recommendations.
• Documents all interactions within Salesforce accurately.

Skills

Business Acumen

Oral Communications

Client Solutions Advisory

Active Listening

Wealth Planning

Education

Bachelor’s degree

Tools

Microsoft Word

Microsoft Excel

Salesforce

Job description

A prominent financial services provider is seeking a Financial Advisor to join their team in Atlanta. This role is part of the Advisor Development Program, designed to help you build a successful career while working with high-net-worth clients. Key responsibilities include developing relationships, recommending investment products, and managing client accounts. Candidates should have relevant licenses and a proven track record in sales or financial services. A supportive environment ensures you have the tools and training needed for success.