Wealth Advisor — Development Program

Bank of America; Grand Blanc (MI); On-site; USD 65,000 - 85,000; Full time

Job summary

A leading financial institution is seeking a Financial Advisor in Grand Blanc, Michigan. In this role, you'll build relationships with high-net-worth individuals, assess their financial needs, and deliver tailored investment recommendations. Ideal candidates will have Series 7 & 66 licenses and experience in the financial services industry. You'll collaborate with experienced advisors and enhance your skills while working in a supportive environment. The position emphasizes relationship building and delivering exceptional client service.

Qualifications

• Holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales.
• Proven ability to build relationships and trust quickly.
• Goal-oriented; ability to work with performance-based compensation.

Responsibilities

• Develop relationships with high-net-worth clients and assess their financial needs.
• Prioritize sourcing prospective clients and recommend investment solutions.
• Collect client data in accordance with KYC procedures.
• Document client interactions and opportunities in Salesforce.

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 leading financial institution is seeking a Financial Advisor in Grand Blanc, Michigan. In this role, you'll build relationships with high-net-worth individuals, assess their financial needs, and deliver tailored investment recommendations. Ideal candidates will have Series 7 & 66 licenses and experience in the financial services industry. You'll collaborate with experienced advisors and enhance your skills while working in a supportive environment. The position emphasizes relationship building and delivering exceptional client service.