Wealth Advisor Development Program – LA/MS Market

Bank of America; Baton Rouge (LA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Comprehensive advice and solutions

Job summary

A leading financial institution is seeking a Financial Advisor to join their Advisor Development Program. This role involves working closely with high-net-worth individuals to identify needs, build relationships, and provide comprehensive investment recommendations. Strong candidates will have the Series 7 & 66 licenses, minimum one year in financial services, and exceptional interpersonal skills. This position offers extensive training and support, along with a commitment to diversity and inclusion.

Qualifications

• Currently holds Series 7 & 66 licenses.
• Minimum of one year experience in financial services or sales.
• Proven ability to engage and influence others.

Responsibilities

• Handle inbound inquiries and provide recommendations on offerings.
• Collect client profile data and follow KYC procedures.
• Serve as interim Financial Advisor and manage client accounts.

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 in a relevant field

Tools

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution is seeking a Financial Advisor to join their Advisor Development Program. This role involves working closely with high-net-worth individuals to identify needs, build relationships, and provide comprehensive investment recommendations. Strong candidates will have the Series 7 & 66 licenses, minimum one year in financial services, and exceptional interpersonal skills. This position offers extensive training and support, along with a commitment to diversity and inclusion.