Career Development Program Advisor

6 days ago


East Saint Louis, Illinois, United States Disability Solutions Full time
Overview

In this exciting role as a Financial Solutions Advisor in the Centralized Segment, you will have the opportunity to work with both affluent and high net worth clients, identifying their needs, developing relationships, reviewing investment goals, and preparing recommendations that align with those goals.

Estimated Salary

We offer an estimated annual salary of $80,000, with unlimited potential for financial growth. Additionally, you can expect robust marketing support to reach wider audiences, ongoing professional development to deepen your skills, and opportunities to connect with experts in the industry.

Responsibilities
  • Manage a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
  • Collaborate with core banking and investment partners to connect clients to all solutions provided through Bank of America and Merrill.
  • Build and maintain strong relationships with clients, assessing their needs and recommending tailored solutions to meet their financial objectives.
Requirements
  • Bachelor's degree or 1-2 years' experience working in the financial service industry and/or sales environment.
  • Strong communication and interpersonal skills, with the ability to communicate effectively with clients from diverse backgrounds.
  • Able to work well under pressure, prioritizing tasks and managing complexity in a fast-paced environment.


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