Advisor Development Program - Financial Solutions Advisor Trainee: Lakeshore Financial Center - Bilingual Spanish Preferred

Bank of America (GHR)

Not specified; not specified; not specified
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Obtain securities industry essentials license
Pass series 7 and series 66 exams
Build strong client relationships
** Bank of America is seeking a bilingual Spanish-speaking candidate for its Advisor Development Program as a Financial Solutions Advisor Trainee. This role involves obtaining necessary securities licenses and developing foundational skills in client relationship management, aiming for long-term career advancement within the Merrill Wealth Management division. **

Job Summary

  • The role involves obtaining securities licenses including SIE, Series 7, and Series 66 before transitioning to client-facing advisory duties.
  • Participants will progress through development stages from Financial Solutions Advisor to Merrill Financial Solutions Advisor with the goal of becoming a core Merrill Financial Advisor.
  • The position requires adherence to SAFE Act registration requirements and maintaining good standing for mortgage originations.

Matching Summary

Match Score: 75

** Bank of America is seeking a bilingual Spanish-speaking candidate for its Advisor Development Program as a Financial Solutions Advisor Trainee. This role involves obtaining necessary securities licenses and developing foundational skills in client relationship management, aiming for long-term career advancement within the Merrill Wealth Management division. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry Essentials license
  • Pass Series 7 and Series 66 exams
  • Build strong client relationships
  • Apply regulatory due diligence daily

Nice-to-have

  • Bilingual Spanish preferred
  • Proactive mindset and time management
  • Results-driven approach to client interests
  • Adapts to new technology applications

Key Requirements

  • Bachelor's degree or one year financial services experience
  • Successful completion of Series 7 and Series 66 exams
  • SAFE Act registration and background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter