Wealth Advisor Development Program – KC Market

National Black MBA Association; Leawood (KS); On-site; Full time

Benefits offered by this job

World class training programs

One-on-one coaching

Comprehensive benefits package

Job summary

A leading financial services institution is hiring for the Advisor Development Program for Financial Advisors in Leawood, Kansas. This role involves working closely with high-net worth clients to assess their financial goals and provide tailored investment advice. Ideal candidates will have strong interpersonal skills, be results-oriented, and hold Series 7 & 66 licenses. The program provides extensive training and mentorship opportunities, aiming to build a successful career with a comprehensive approach to wealth management.

Qualifications

• Proven ability to engage with and influence others.
• Exceptional interpersonal and relationship building skills.
• Effective communication skills in written and verbal forms.

Responsibilities

• Handles inbound inquiries regarding Merrill offerings.
• Documents all client interactions accurately in Salesforce.
• Collaborates with internal specialists to identify planning and investment strategies.

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 institution is hiring for the Advisor Development Program for Financial Advisors in Leawood, Kansas. This role involves working closely with high-net worth clients to assess their financial goals and provide tailored investment advice. Ideal candidates will have strong interpersonal skills, be results-oriented, and hold Series 7 & 66 licenses. The program provides extensive training and mentorship opportunities, aiming to build a successful career with a comprehensive approach to wealth management.