Wealth Advisor Development Program - Trainee

Bank of America

Charlotte, NC

JOB DETAILS
SKILLS
Candidate Sourcing, Communication Skills, Customer Relations, Exceeded Sales Goal, Financial Planning, Financial Services, High Net Worth, Interpersonal Skills, Organizational Skills, Sales Management, Series 7
LOCATION
Charlotte, NC
POSTED
Today

A leading financial institution is seeking a Financial Advisor for the Advisor Development Program to help high-net-worth individuals. The role focuses on developing client relationships, delivering financial recommendations, and exceeding performance targets. Candidates should have Series 7 & 66 licenses, possess strong interpersonal skills, and ideally have prior experience in financial services. This position requires good communication and organizational abilities, with extensive training and support provided to ensure success.#J-18808-Ljbffr

About the Company

B

Bank of America