Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Omaha, Ne
Bank of America (GHR)
Omaha, United States
On-site
Securities industry licenses (sie, series 7, series 66)
Phone-based licensed advisor role
Client relationship management
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Omaha. This role focuses on providing holistic financial advice and guidance, with a strong emphasis on training and development to equip new advisors for success in the wealth management sector
Job Summary
The Advisor Development Program provides world-class training and on-boarding programs to build a successful career at Bank of America.
You will earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time.
As a Financial Solutions Advisor, you will have unlimited potential for financial growth and manage a portfolio of clients by providing exceptional client care.
Matching Summary
Match Score: 85
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Omaha. This role focuses on providing holistic financial advice and guidance, with a strong emphasis on training and development to equip new advisors for success in the wealth management sector.
Skills & Requirements
Must-have
Securities Industry licenses (SIE, Series 7, Series 66)
Phone-based licensed advisor role
Client relationship management
Holistic financial advice and guidance
Sales role confidence
Effective communication and collaboration
Nice-to-have
Proactive mindset and effective time management
Results-driven mindset
Learns and adapts to new technology
Executes multiple tasks simultaneously
Key Requirements
Obtain SIE within 60 days of hire
Obtain Series 7 & 66 within 120 days
Bachelor’s degree and/or minimum one year financial services or sales experience (Desired)