Wealth Advisor Development Program: Growth Career

National Black MBA Association; Bloomfield Hills (MI); On-site; USD 80,000 - 120,000; Full time

Job summary

A leading wealth management firm in Bloomfield Hills is seeking a Financial Advisor for its Advisor Development Program. The role focuses on building client relationships and delivering tailored financial solutions. Candidates should possess relevant licenses and strong interpersonal skills. This position offers comprehensive training and mentoring to foster career growth. Ideal for individuals looking to transition into financial advising and eager to help clients achieve their financial goals.

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 offering.
• Documents all client interactions and opportunities within Salesforce accurately.
• Recommends investment products and services appropriate for clients.

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 wealth management firm in Bloomfield Hills is seeking a Financial Advisor for its Advisor Development Program. The role focuses on building client relationships and delivering tailored financial solutions. Candidates should possess relevant licenses and strong interpersonal skills. This position offers comprehensive training and mentoring to foster career growth. Ideal for individuals looking to transition into financial advising and eager to help clients achieve their financial goals.