Wealth Advisor Development Program – Trainee

Bank of America; Delray Beach (FL); On-site; USD 50,000 - 90,000; Full time

Benefits offered by this job

World class training and on-boarding

One-on-one coaching

Comprehensive benefits package

Job summary

A leading financial institution in Delray Beach, Florida, is seeking a Financial Advisor to join their Advisor Development Program. This role focuses on developing relationships with high-net worth clients, assisting them with investment strategies, and achieving performance goals. You'll work collaboratively with advisory teams to provide tailored financial advice. Candidates must hold Series 7 & 66 licenses and possess strong interpersonal skills, with at least one year in the financial services industry. This position offers substantial coaching and training opportunities.

Qualifications

• Series 7 & 66 licenses required.
• Minimum 1 year experience in financial services or sales.
• In-depth knowledge of investment products and services.

Responsibilities

• Work with high-net worth individuals on their financial goals.
• Develop a book of business to meet performance hurdles.
• Provide investment product recommendations based on client needs.

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

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial institution in Delray Beach, Florida, is seeking a Financial Advisor to join their Advisor Development Program. This role focuses on developing relationships with high-net worth clients, assisting them with investment strategies, and achieving performance goals. You'll work collaboratively with advisory teams to provide tailored financial advice. Candidates must hold Series 7 & 66 licenses and possess strong interpersonal skills, with at least one year in the financial services industry. This position offers substantial coaching and training opportunities.