Wealth Advisor Development Program – KC

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

Benefits offered by this job

World-class training program

One-on-one coaching

Collaboration with core banking partners

Job summary

A leading financial services company is seeking a Financial Advisor to join the Advisor Development Program. This role involves working closely with high-net-worth clients to understand their financial goals and develop personalized investment strategies. Responsibilities include managing client relationships, providing tailored advice, and collaborating with specialists. Successful candidates will hold relevant licenses and possess strong relationship-building skills. The firm offers extensive training and a supportive environment to foster growth.

Qualifications

• Minimum of one year experience working in the financial service industry or sales environment.
• Currently holds Series 7 & 66 licenses.
• Proven ability to engage with and influence others.
• Effective communication skills (written and verbal).
• Ability to work in an environment where compensation is tied to performance.

Responsibilities

• Handle inbound inquiries from leads regarding Merrill offerings.
• Position the extensive capabilities of Merrill and Bank of America.
• Collect necessary client profile data following KYC procedures.
• Serve as interim Financial Advisor for clients.
• Document all client interactions within 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

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services company is seeking a Financial Advisor to join the Advisor Development Program. This role involves working closely with high-net-worth clients to understand their financial goals and develop personalized investment strategies. Responsibilities include managing client relationships, providing tailored advice, and collaborating with specialists. Successful candidates will hold relevant licenses and possess strong relationship-building skills. The firm offers extensive training and a supportive environment to foster growth.