Wealth Advisor — Development Program

Bank of America; Fort Smith (AR); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Comprehensive benefits package

Job summary

A leading financial services firm is seeking a Financial Advisor to join their Advisor Development Program in Fort Smith, Arkansas. You will work with high-net worth individuals, identifying their needs and developing relationships to deliver comprehensive financial recommendations. The ideal candidate should have strong interpersonal skills, hold Series 7 & 66 licenses, and thrive in a performance-oriented environment. This role offers world-class training to help you build a successful career in wealth management.

Qualifications

• Holds Series 7 & 66 licenses.
• Minimum one year in financial services or sales.
• Experience in the investments industry.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Engage with clients to assess needs.
• Document client interactions in Salesforce.

Skills

Business Acumen

Business Development

Oral Communications

Client Solutions Advisory

Wealth Planning

Education

Bachelor's degree

Tools

Microsoft Office

Salesforce

Job description

A leading financial services firm is seeking a Financial Advisor to join their Advisor Development Program in Fort Smith, Arkansas. You will work with high-net worth individuals, identifying their needs and developing relationships to deliver comprehensive financial recommendations. The ideal candidate should have strong interpersonal skills, hold Series 7 & 66 licenses, and thrive in a performance-oriented environment. This role offers world-class training to help you build a successful career in wealth management.