Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Omaha, Ne

Bank of America (GHR)

Omaha, United States
Securities industry licenses
Phone-based licensed advisors
Holistic financial advice
Merrill Wealth Management is committed to an in-office culture with specific requirements for office-based attendance

Job Summary

  • Merrill Wealth Management is committed to an in-office culture with specific requirements for office-based attendance.
  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses.
  • You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.

Matching Summary

Merrill Wealth Management is committed to an in-office culture with specific requirements for office-based attendance.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • Phone-based licensed advisors
  • Holistic financial advice
  • Client needs identification
  • Investment and financial markets knowledge

Nice-to-have

  • Culture driven and resilient
  • Results focused and effective
  • Humanizing financial interactions
  • Diversity in thoughts and background
  • Responsible growth and community support

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter