Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Harrisburg, Pa
Bank of America Merrill Lynch
Harrisburg, PA, US
Not specified; not specified; not specified
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
**
The Advisor Development Program at Bank of America Merrill Lynch seeks motivated candidates for the Financial Solutions Advisor Trainee role in Harrisburg, PA. This position involves comprehensive training and support to develop skills in wealth management and client relationship building while working in a collaborative environment.
**
Job Summary
This role offers a comprehensive training path to become a Merrill Financial Solutions Advisor with dedicated coaching and structured lessons.
You will provide holistic financial advice to affluent and high net worth clients by identifying needs and developing personalized investment strategies.
The position includes unlimited potential for financial growth supported by a strong referral base from Bank of America's extensive customer network.
Matching Summary
Match Score: 75
**
The Advisor Development Program at Bank of America Merrill Lynch seeks motivated candidates for the Financial Solutions Advisor Trainee role in Harrisburg, PA. This position involves comprehensive training and support to develop skills in wealth management and client relationship building while working in a collaborative environment.
**
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain SIE license within 60 days
Obtain Series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
Holistic financial advice delivery
Client portfolio management
Nice-to-have
Bachelor's degree preferred
One year financial services experience
Proactive mindset and time management
Results-driven sales approach
Adaptability to new technology
Key Requirements
SIE license required within 60 days
Series 7 and 66 licenses required within 120 days
SAFE Act registration compliance
Bachelor's degree or one year experience (desired)