Advisor Development Program - Financial Solutions Advisor Trainee: Jean Ribaut Square Financial Center

Bank of America (GHR)

Not specified; not specified; not specified
Securities industry essentials sie license
Series 7 and series 66 exam completion
Strong client relationship building skills
Merrill Wealth Management offers a comprehensive development program for aspiring advisors focused on goals-based wealth management

Job Summary

  • Merrill Wealth Management offers a comprehensive development program for aspiring advisors focused on goals-based wealth management.
  • Candidates will receive dedicated study time to obtain essential securities licenses including the SIE, Series 7, and Series 66 exams.
  • The role involves transitioning from an entry-level advisor position to managing portfolios of affluent and high net worth clients.

Matching Summary

Merrill Wealth Management offers a comprehensive development program for aspiring advisors focused on goals-based wealth management.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Strong client relationship building skills
  • Proactive mindset with effective time management
  • Results-driven approach to client interests

Nice-to-have

  • Bachelor's degree in relevant field
  • One year of financial services experience
  • Ability to learn new technology applications
  • Diverse background and unique perspectives
  • Experience in sales or retail environments

Key Requirements

  • Obtain Securities Industry Essentials (SIE) license
  • Pass Series 7 and Series 66 exams
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Minimum one year financial services experience

Work Rights

Not specified

Tailored Resume

Cover Letter