Advisor Development Program - Southwest Florida Coast Financial Solutions Advisor Trainee: Financial Center - Fort Myers, Fl

Bank of America

Fort Myers, Florida, United States
Not specified; not specified; not specified
**
Obtain securities industry licenses sie series 7 series 66
Comfortable in a sales role nurturing client relationships
Communicate clearly with clients from all walks of life
** Bank of America is seeking candidates for their Advisor Development Program in Fort Myers, Florida, aimed at training Financial Solutions Advisor Trainees. This program emphasizes building client relationships and obtaining necessary industry licenses, while fostering an inclusive and collaborative workplace culture. **

Job Summary

  • Merrill Wealth Management offers a comprehensive development program for aspiring advisors to build client portfolios and manage complex financial pictures.
  • The role requires obtaining specific securities licenses including SIE, Series 7, and Series 66 before transitioning to client-facing responsibilities.
  • Successful candidates will progress through stages of the program to eventually become core Merrill Financial Advisors serving affluent and high net worth clients.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for their Advisor Development Program in Fort Myers, Florida, aimed at training Financial Solutions Advisor Trainees. This program emphasizes building client relationships and obtaining necessary industry licenses, while fostering an inclusive and collaborative workplace culture. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses SIE Series 7 Series 66
  • Comfortable in a sales role nurturing client relationships
  • Communicate clearly with clients from all walks of life

Nice-to-have

  • Strong computer skills and multitasking ability
  • Bachelor's degree or 1-2 years financial service experience
  • Experience assessing client needs and recommending solutions

Key Requirements

  • Securities licenses (SIE, Series 7, Series 66)
  • SAFE Act registration and background check
  • Bachelor's degree or 1-2 years experience

Work Rights

Not specified

Tailored Resume

Cover Letter