Wealth Advisor Development Program - Financial Advisor

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

Benefits offered by this job

World-class training programs

One-on-one coaching from experienced leaders

Collaboration with banking and investment partners

Job summary

A leading financial institution is seeking a Financial Advisor for their Advisor Development Program in Asheville, North Carolina. The role focuses on building relationships with high-net worth clients, developing tailored financial strategies, and managing investment products. Successful candidates will have Series 7 & 66 licenses, interpersonal skills, and experience in financial services. The position offers comprehensive training and a performance-driven environment.

Qualifications

• Currently holds Series 7 & 66 licenses or equivalents.
• Minimum of one year experience in financial services or sales.
• Proven ability to engage and influence others.
• Exceptional interpersonal and relationship-building skills.

Responsibilities

• Work with high-net worth individuals to identify needs and develop relationships.
• Recommend investment products based on client objectives.
• Handle inquiries from leads and collect client profile data.
• Document all client interactions accurately in 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

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is seeking a Financial Advisor for their Advisor Development Program in Asheville, North Carolina. The role focuses on building relationships with high-net worth clients, developing tailored financial strategies, and managing investment products. Successful candidates will have Series 7 & 66 licenses, interpersonal skills, and experience in financial services. The position offers comprehensive training and a performance-driven environment.