Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Sioux Falls, Nd

Bank of America Merrill Lynch

Sioux Falls, ND, US
Not specified; not specified; not specified
**
Obtain sie, series 7, and series 66 licenses within specified timeframes
Phone-based licensed advisor providing holistic financial advice
Identify client investment needs and recommend solutions
** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Sioux Falls, ND. The program offers extensive training and support to help new hires acquire necessary licenses and develop skills for providing comprehensive wealth management and investment solutions to clients. **

Job Summary

  • This role offers a comprehensive journey to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills.
  • Advisors will work with affluent and high net worth clients to identify needs, develop relationships, and prepare investment recommendations aligned with client goals.
  • The program provides robust marketing support, ongoing professional development, and opportunities to connect with experts across banking and investment sectors.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Sioux Falls, ND. The program offers extensive training and support to help new hires acquire necessary licenses and develop skills for providing comprehensive wealth management and investment solutions to clients. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE, Series 7, and Series 66 licenses within specified timeframes
  • Phone-based licensed advisor providing holistic financial advice
  • Identify client investment needs and recommend solutions

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services or sales experience
  • Proactive mindset with effective time management skills

Key Requirements

  • SIE license within 60 days of hire
  • Series 7 and Series 66 licenses within 120 days
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter