Advisor Development Program - Financial Solutions Advisor Trainee (centralized): York, Pa

Bank of America (GHR)

York, Pennsylvania, USA
Securities industry essentials (sie)
Series 7 and series 66 licenses
Sales role confidence
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams

Job Summary

  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
  • We believe diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.

Matching Summary

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Sales role confidence
  • Client relationship building
  • Results-driven mindset

Nice-to-have

  • Proactive mindset and time management
  • Humanizing financial interactions
  • Reflect diverse client needs
  • Adapts to new technology

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements
  • Bachelor’s degree and/or one year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter