Wealth Advisor — Development Program

Bank of America; Wyandotte (MI); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

World-class training and coaching

Defined consultative approach to client solutions

Collaboration with banking and investment partners

Job summary

A leading financial services firm seeks a Financial Advisor for its Advisor Development Program. The role involves developing relationships with high-net-worth clients, assessing their financial goals, and delivering tailored investment recommendations. Candidates must have Series 7 & 66 licenses and experience in sales or finance. Exceptional interpersonal skills are vital for building client trust and success. The firm offers comprehensive training and a rewarding career path focused on personal and professional growth.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in the financial service or sales environment.
• Proven ability to engage with others and build relationships.

Responsibilities

• Develop relationships with high-net worth individuals.
• Identify client needs and develop investment strategies.
• Document 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 in a relevant field

Tools

Microsoft Word

PowerPoint

Excel

Job description

A leading financial services firm seeks a Financial Advisor for its Advisor Development Program. The role involves developing relationships with high-net-worth clients, assessing their financial goals, and delivering tailored investment recommendations. Candidates must have Series 7 & 66 licenses and experience in sales or finance. Exceptional interpersonal skills are vital for building client trust and success. The firm offers comprehensive training and a rewarding career path focused on personal and professional growth.