Wealth Advisor in Training — Build Your Client Book

National Black MBA Association; Chicago (IL); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

Competitive salary

Paid time off

Access to training and coaching

Job summary

A leading financial services provider is seeking candidates for their Financial Advisor Development Program. This role involves working with high-net-worth individuals, identifying their financial needs, and delivering comprehensive investment advice. Successful candidates will undergo extensive training and mentorship to build a successful advisory practice. Prior experience in financial services along with the required licenses are necessary. The position is based in Chicago, offering a competitive salary and benefits.

Qualifications

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

Responsibilities

• Handle inbound inquiries regarding Merrill offerings.
• Collect necessary client profile data for account openings.
• Provide recommendations of investment products based on client needs.
• Document client interactions in 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

Microsoft Word

Microsoft PowerPoint

Microsoft Excel

Job description

A leading financial services provider is seeking candidates for their Financial Advisor Development Program. This role involves working with high-net-worth individuals, identifying their financial needs, and delivering comprehensive investment advice. Successful candidates will undergo extensive training and mentorship to build a successful advisory practice. Prior experience in financial services along with the required licenses are necessary. The position is based in Chicago, offering a competitive salary and benefits.