Wealth Advisor Development Program

National Black MBA Association; Towson (MD); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Industry-leading benefits

Paid time off

Training and development programs

Job summary

A leading financial services firm seeks a Financial Advisor to engage high-net-worth individuals in Towson, Maryland. This role involves identifying client needs, developing relationships, and delivering tailored investment recommendations. The ideal candidate will have a minimum of one year in the financial services industry and hold Series 7 & 66 licenses. The position offers a competitive salary between $80,000 and $90,000, plus performance-based incentives and comprehensive benefits.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service or sales industry.
• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Collects client profile data following KYC procedures.
• Documents all client interactions within 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

Job description

A leading financial services firm seeks a Financial Advisor to engage high-net-worth individuals in Towson, Maryland. This role involves identifying client needs, developing relationships, and delivering tailored investment recommendations. The ideal candidate will have a minimum of one year in the financial services industry and hold Series 7 & 66 licenses. The position offers a competitive salary between $80,000 and $90,000, plus performance-based incentives and comprehensive benefits.