Advisor Development Program Financial Solutions Advisor Trainee: Bedford/central Financial Center
Bank of America
Bedford, United States
Securities industry licenses
Client relationship management
Financial advice and solutions
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
Job Summary
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA).
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
Matching Summary
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Skills & Requirements
Must-have
Securities Industry licenses
client relationship management
financial advice and solutions
sales role
prioritize tasks
Nice-to-have
strong computer skills
adapt to new information
humanizing financial interactions
inclusive workplace
Key Requirements
Securities Industry Essentials [SIE], Series 7 and Series 66 Exams