Wealth Advisor Development Program – Grow Your Client Book

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

Benefits offered by this job

Comprehensive training programs

Performance-based incentives

Paid time off

Job summary

A leading wealth management firm is seeking a Financial Advisor to engage with high-net worth individuals, assess their financial needs, and deliver tailored investment recommendations. The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services or sales sectors. This role requires strong interpersonal skills and a proven ability to develop a client base through networking. Competitive salary and comprehensive training provided.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Proven experience in financial services or sales.
• Excellent interpersonal and relationship-building skills.

Responsibilities

• Engage with high-net worth individuals to assess financial needs.
• Develop a book of business to meet performance goals.
• Provide recommendations on investment products based on client profiles.

Skills

Business Acumen

Client Experience Branding

Analytical Thinking

Active Listening

Emotional Intelligence

Education

Bachelor's degree

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading wealth management firm is seeking a Financial Advisor to engage with high-net worth individuals, assess their financial needs, and deliver tailored investment recommendations. The ideal candidate will hold Series 7 & 66 licenses and have experience in the financial services or sales sectors. This role requires strong interpersonal skills and a proven ability to develop a client base through networking. Competitive salary and comprehensive training provided.