Wealth Advisor Development Program: Growth Career

National Black MBA Association; Tulsa (OK); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

World-class training

One-on-one coaching

Flexible working environment

Job summary

A leading financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment advice. This role includes responsibilities such as handling client inquiries, assessing financial goals, and managing client portfolios. Successful candidates will have a background in financial services and hold necessary licenses. The position offers a competitive salary along with comprehensive training and development programs.

Qualifications

• Minimum of one year experience working in the financial service industry.
• Currently holds Series 7 & 66 licenses.
• Exceptional interpersonal and relationship building skills.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offering.
• Positions the extensive capabilities of Merrill and Bank of America.
• Serves as interim Financial Advisor.

Skills

Business Acumen

Business Development

Oral Communications

Prospecting

Wealth Planning

Analytical Thinking

Active Listening

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm in Tulsa is seeking a Financial Advisor to develop relationships with high-net worth individuals and provide expert investment advice. This role includes responsibilities such as handling client inquiries, assessing financial goals, and managing client portfolios. Successful candidates will have a background in financial services and hold necessary licenses. The position offers a competitive salary along with comprehensive training and development programs.