Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Skidaway Island, Ga Merrill Office

Bank of America

Skidaway Island, Georgia, United States
Not specified; not specified; not specified
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a comprehensive development path to become a Merrill Financial Advisor with dedicated training on securities licenses

Job Summary

  • This role offers a comprehensive development path to become a Merrill Financial Advisor with dedicated training on securities licenses.
  • Financial Solutions Advisors provide phone-based holistic financial advice to affluent and high net worth clients.
  • The position includes robust marketing support, ongoing professional development, and opportunities to connect with banking partners.

Matching Summary

This role offers a comprehensive development path to become a Merrill Financial Advisor with dedicated training on securities licenses.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Proactive mindset and time management
  • Results-driven sales approach
  • Adaptability to new technology

Key Requirements

  • SIE license (within 60 days)
  • Series 7 license (within 120 days)
  • Series 66 license (within 120 days)
  • SAFE Act registration compliance
  • Sales confidence and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter