Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Mountain West Merrill Offices
Bank of America (GHR)
Multiple Locations
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Obtain securities industry licenses
Build client relationships
Provide holistic financial advice
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Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in the Mountain West Merrill Offices. This role involves obtaining securities licenses, building client relationships, and providing comprehensive financial advice, all within a supportive, in-office culture that emphasizes diversity and professional growth.
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Job Summary
Your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to unlimited potential for financial growth and a strong referral base from across the business.
Matching Summary
Match Score: 75
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Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in the Mountain West Merrill Offices. This role involves obtaining securities licenses, building client relationships, and providing comprehensive financial advice, all within a supportive, in-office culture that emphasizes diversity and professional growth.
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Skills & Requirements
Must-have
Obtain Securities Industry licenses
Build client relationships
Provide holistic financial advice
Phone-based licensed advisor
Nice-to-have
Collaborate with core banking partners
Leverage Bank of America relationships
Culture driven, resilient, results focused
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 days
Bachelor's degree or 1 year financial services/sales experience