Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Skidaway Island, Ga Merrill Office
Bank of America
Skidaway Island, Georgia, USA
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Obtain securities industry licenses
Phone-based licensed advisor
Client relationship management
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Bank of America is seeking candidates for its Financial Solutions Advisor Trainee position in Skidaway Island, Georgia. This role, part of Merrill’s Advisor Development Program, emphasizes training in financial advisory services, requiring candidates to obtain necessary licenses and develop client relationships.
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Job Summary
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, 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 (obtaining series 7 and 66 required) 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 through our relationship with one in every two households.
Matching Summary
Match Score: 75
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Bank of America is seeking candidates for its Financial Solutions Advisor Trainee position in Skidaway Island, Georgia. This role, part of Merrill’s Advisor Development Program, emphasizes training in financial advisory services, requiring candidates to obtain necessary licenses and develop client relationships.
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Skills & Requirements
Must-have
Obtain Securities Industry licenses
Phone-based licensed advisor
Client relationship management
Holistic financial advice
Nice-to-have
Drive responsible growth
Reflect diverse client needs
Advance tools and technology
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 days
Bachelor’s degree or 1 year financial services/sales experience