Wealth Advisor Development Program

National Black MBA Association

Orland Park (IL)

On-site

USD 80,000 - 90,000

Full time

14 days+

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Benefits offered by this job

Comprehensive benefits
Paid time off
Formulaic incentive plan

Job summary

A leading financial services firm is seeking a Financial Advisor in Orland Park, IL. The role involves assisting high-net worth clients with their financial strategies, developing strong client relationships, and collaborating with experienced advisory teams. Candidates must hold appropriate licenses and have a background in finance or sales. This position offers a salary range of $80,000 to $90,000 annually, along with robust training and performance-based incentives.

Qualifications

  • Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
  • Minimum of one year experience in the financial service industry.
  • Proven ability to engage and influence others.

Responsibilities

  • Assist high-net worth individuals with financial goals.
  • Develop a book of business to meet performance targets.
  • Provide investment product recommendations based on client needs.

Skills

Business Acumen
Analytical Thinking
Client Solutions Advisory
Emotional Intelligence
Prospecting
Risk Management

Education

Bachelor's degree

Tools

Microsoft Word
Excel
PowerPoint

Job description

A leading financial services firm is seeking a Financial Advisor in Orland Park, IL. The role involves assisting high-net worth clients with their financial strategies, developing strong client relationships, and collaborating with experienced advisory teams. Candidates must hold appropriate licenses and have a background in finance or sales. This position offers a salary range of $80,000 to $90,000 annually, along with robust training and performance-based incentives.
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