Wealth Advisor Development Program

National Black MBA Association; Little Rock (AR); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training and coaching

Opportunities for personal growth

Collaborative work environment

Job summary

A leading financial services provider is seeking a Financial Advisor to join its team in Little Rock, Arkansas. The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services or sales environment. Responsibilities include developing client relationships, providing investment recommendations, and working collaboratively with advisory teams. The role offers comprehensive training and emphasizes personal development and client engagement. Strong communication and interpersonal skills are essential for success in this position.

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

• Handle inbound inquiries regarding Merrill offerings.
• Position capabilities of Merrill and Bank of America.
• Collect necessary client profile data.

Skills

Business Acumen

Interpersonal Skills

Communication Skills

Analytical Thinking

Active Listening

Emotional Intelligence

Education

Bachelor's degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services provider is seeking a Financial Advisor to join its team in Little Rock, Arkansas. The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services or sales environment. Responsibilities include developing client relationships, providing investment recommendations, and working collaboratively with advisory teams. The role offers comprehensive training and emphasizes personal development and client engagement. Strong communication and interpersonal skills are essential for success in this position.