Wealth Advisor Development Program - Financial Advisor

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

Benefits offered by this job

World-class training programs

One-on-one coaching

Comprehensive advice delivery solutions

Job summary

A leading financial services firm is seeking candidates for their Financial Advisor Development Program in Jacksonville, Florida. This role is designed for individuals passionate about building relationships with high-net worth clients, assessing their financial needs, and providing tailored investment advice. Qualified candidates will possess Series 7 & 66 licenses and have a minimum of one year of experience in finance or sales. The program offers robust training and mentorship to ensure success in client consulting and portfolio management.

Qualifications

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

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Serves as interim Financial Advisor, providing recommendations.
• Documents all client interactions within Salesforce accurately.

Skills

Business Acumen

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Education

Bachelor’s degree in relevant field

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm is seeking candidates for their Financial Advisor Development Program in Jacksonville, Florida. This role is designed for individuals passionate about building relationships with high-net worth clients, assessing their financial needs, and providing tailored investment advice. Qualified candidates will possess Series 7 & 66 licenses and have a minimum of one year of experience in finance or sales. The program offers robust training and mentorship to ensure success in client consulting and portfolio management.