Sorry, this job is no longer accepting applications. See below for more jobs that match what you’re looking for!

Training Program For A 6 Figure Career Unlimited Upside! (Bilingual Spanish Required)

Expired Job

Courtney Raymond Consultants Kearny , NJ 07032

Posted 2 months ago

Our client is a Fortune 100 firm.

Our client specializes in wealth management that is based on goals, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Their financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs

Our clients program is a 40+ month development program for professionals who wish to build a wealth management business and become an advisor.

It is a structured and disciplined program that is committed to the growth and progression of your career. You will be offered the most professional and client-focused sales, investment, and business management training in the industry. Advisors will build upon their knowledge of these topics throughout the duration of the program, while focusing on developing client relationships.

With the assistance of mentors and managers you will learn how to develop a pipeline of affluent clients, identify client needs, advance relationships with existing and prospective clients, review investment goals, prepare investment recommendations that align with client goals, and the business management skills needed to operate an optimal practice model.

You will engage in:

Developing a book of business in order to meet and exceed the required performance hurdles

Effectively sourcing prospective clients, capitalizing on referrals, assessing customer needs, through collaboration, delivering the full resources of a Fortune 100 financial institution to the client, and delivering highly customized solutions to meet client needs

Recommending investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile and preferences

Balancing investment management, sales activities, customer service, new client development, administrative, compliance and personal growth and development according to both a day-to-day and longer-term plan

Planning and managing resources

See if you are a match!

See how well your resume matches up to this job - upload your resume now.

Find your dream job anywhere
with the LiveCareer app.
Download the
LiveCareer app and find
your dream job anywhere
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Merrill Edge Financial Solutions Advisor Development Program Kearny Financial Center Kearny NJ Bilingual Spanish Required

Bank Of America Corporation

Posted 3 months ago

VIEW JOBS 9/19/2018 12:00:00 AM 2018-12-18T00:00 Job Description: Few things impact people's lives as much as their finances. Make a difference where it counts by joining our industry-leading wealth management team at Bank of America and Merrill Lynch. We're looking for the next generation of financial advisors—those with a passion for people and drive to build a business that makes their financial lives better. Going beyond portfolios and investment strategies, you'll consider a client's entire, complex financial picture, and then guide them with advice and solutions to help them live their best financial lives. The Advisor Development Program will help you get the necessary training and guidance along a defined path to become the financial advisor you want to be. From marketing yourself to managing a practice, we'll equip you with everything you need as you move through the stages of development. The Financial Advisor Stage I role is the first step. At this stage, you'll earn the required licenses, start building the relationships that can shape your career, and be exposed to the products, platforms and tools you need to serve clients. We'll help you * Get training and one-on-one mentorship from managers who are invested in your success. You'll enroll in our Consumer Academy to develop as an advisor. * Grow your network to eventually grow your business. Leverage our relationships with one out of two households in the U.S. Starting at a financial center, you'll interact with banking customers, small business owners and higher net worth clients alike. * Build connections. Work in the center of the financial universe, tapping into a range of experts, from mortgage lenders to investment analysts. * Provide end-to-end comprehensive advice. Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve their goals. * Get smart on core banking and investment solutions. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs. * Obtain Series 7 & 66 (63 & 65 accepted, in lieu of 66) within 120 days—a requirement for the role. As an advisor, you can look forward to * Unlimited potential for financial growth * A strong referral base from across the business that will give you a leg-up on client acquisition * Robust marketing support to reach wider audiences with greater appeal * Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes * Leadership opportunities, from leading client and conference seminars to mentoring junior associates You're the kind of person who * Sets and accomplishes goals, achieving whatever you put your mind to. * Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients. * Communicates clearly and confidently with customers from all walks of life. * Works well with others and collaborates productively to get things done. * Can manage complexity, prioritize tasks and execute in a fast-paced environment. * Likes to learn on your feet, adapting to new information and seeking the right solutions for clients. * Efficiently manages your time and capacity. * Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients. You'll be even more prepared if you have * Strong computer skills with an ability to multitask in a demanding environment * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded * Bilingual Spanish We're a culture that * Has a place for everyone committed to the work. We provide continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience. * Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world. * Is committed to advancing our tools, technology and ways of working. We always put our clients first to meet their evolving needs. * Believes in responsible growth and has a proven dedication to supporting the communities we serve. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Posting Date: 09/19/2018 Location: Kearny, NJ, KEARNY BC, 240 Kearny Ave, - United States Travel: Yes, 10% of the time Full / Part-time: Full time Hours Per Week: 40 Shift: 1st shift Weekly Schedule: Monday-Friday Open availability required + some Saturdays Bank Of America Corporation Kearny NJ

Training Program For A 6 Figure Career Unlimited Upside! (Bilingual Spanish Required)

Expired Job

Courtney Raymond Consultants