Advisor Development Program Financial Solutions Advisor Trainee: Richardson, Texas

Bank of America (GHR)

Richardson, Texas, USA
Securities industry essentials [sie]
Series 7
Series 66 exams
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection

Job Summary

  • At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
  • As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA).

Matching Summary

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.

Skills & Requirements

Must-have

  • Securities Industry Essentials [SIE]
  • Series 7
  • Series 66 Exams
  • acquiring, building and managing client relationships
  • delivering Bank of America’s core banking
  • investment solutions and approach to client care

Nice-to-have

  • nurture strong relationships with prospective clients
  • humanizing financial interactions
  • adapting to new information
  • seeking the right solutions for clients

Key Requirements

  • Securities Industry licenses
  • SAFE Act registration requirements
  • bachelor’s degree, or 1-2 years’ experience
  • assessing client needs
  • building/managing client relationships

Work Rights

Not specified

Tailored Resume

Cover Letter