Wealth Advisor Development Program

National Black MBA Association; Westlake Village (CA); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Paid time off

Industry-leading benefits

Incentive opportunities

Job summary

A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license and at least one year in the finance industry. Competitive salary range is $80,000 to $90,000 annually, along with additional benefits and incentives based on performance.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales environment.
• Proven ability to engage and influence clients.

Responsibilities

• Manage inbound inquiries and client profile data.
• Provide investment recommendations based on client needs.
• Document client interactions accurately.

Skills

Business Acumen

Oral Communications

Client Solutions Advisory

Risk Management

Emotional Intelligence

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm seeks a Financial Advisor to join their Advisor Development Program in Westlake Village, CA. This role focuses on building client relationships and providing comprehensive investment guidance. The ideal candidate has a Series 7 and 66 license and at least one year in the finance industry. Competitive salary range is $80,000 to $90,000 annually, along with additional benefits and incentives based on performance.