Wealth Advisor Development Program: Launch Your Financial Career

National Black MBA Association; Boise (ID); On-site; USD 50,000 - 80,000; Full time

Benefits offered by this job

World-class training programs

One-on-one coaching

Job summary

A leading financial services firm is seeking a Financial Advisor in Boise, Idaho. The selected candidate will work with high-net-worth clients, focusing on their financial goals and delivering tailored investment solutions. With opportunities for growth through their Advisor Development Program, candidates will be trained by experienced mentors, gaining skills in client engagement and wealth management. Ideal applicants should have strong interpersonal skills and hold relevant financial licenses. Competitive compensation tied to performance is offered, with an expectation of 40 hours per week in an office environment.

Qualifications

• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses.
• Minimum of one year experience in financial service or sales.
• Proven ability to engage with and influence others.

Responsibilities

• Handles inbound inquiries from leads regarding Merrill offerings.
• Serves as interim Financial Advisor, documenting interactions accurately.
• Collects client profile data following KYC procedures.

Skills

Business Acumen

Oral Communications

Analytical Thinking

Client Experience Branding

Emotional Intelligence

Education

Bachelor’s degree

Tools

Salesforce

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services firm is seeking a Financial Advisor in Boise, Idaho. The selected candidate will work with high-net-worth clients, focusing on their financial goals and delivering tailored investment solutions. With opportunities for growth through their Advisor Development Program, candidates will be trained by experienced mentors, gaining skills in client engagement and wealth management. Ideal applicants should have strong interpersonal skills and hold relevant financial licenses. Competitive compensation tied to performance is offered, with an expectation of 40 hours per week in an office environment.