Wealth Advisor Trainee: Launch Your Financial Career

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

Benefits offered by this job

Industry-leading benefits

Access to paid time off

Incentive opportunities

Job summary

A leading wealth management firm is seeking candidates for the Advisor Development Program as Financial Advisors. This role involves developing a client portfolio, assessing client needs, collaborating with experienced teams, and providing personalized investment advice. Successful candidates will demonstrate strong interpersonal skills, a results-driven mindset, and hold relevant licenses. The position offers competitive pay ranging from $80,000 to $90,000 annually, along with extensive training and benefits.

Qualifications

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

Responsibilities

• Develop a book of business to exceed performance hurdles.
• Prioritize sourcing clients and customize solutions.
• Complete training, assessments, and performance goals.

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 wealth management firm is seeking candidates for the Advisor Development Program as Financial Advisors. This role involves developing a client portfolio, assessing client needs, collaborating with experienced teams, and providing personalized investment advice. Successful candidates will demonstrate strong interpersonal skills, a results-driven mindset, and hold relevant licenses. The position offers competitive pay ranging from $80,000 to $90,000 annually, along with extensive training and benefits.