Advisor Development Program Financial Solutions Advisor Trainee Centralized: Meridian, Ms.

Bank of America (GHR)

Meridian, MS, US
Not specified; not specified; unlimited potential ...
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Comfortable in a sales role
** Bank of America is seeking candidates for their Advisor Development Program as Financial Solutions Advisor Trainees in Meridian, MS. This entry-level role emphasizes building client relationships and providing holistic financial advice, supported by comprehensive training and development opportunities. **

Job Summary

  • This program offers a defined path to becoming a Financial Advisor through world-class training including hands-on practice and personalized coaching.
  • Participants will obtain necessary Securities Industry licenses (SIE, Series 7, and Series 66) before joining the centralized team as licensed advisors.
  • The role involves providing holistic financial advice to affluent and high net worth clients while leveraging Bank of America's extensive network.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for their Advisor Development Program as Financial Solutions Advisor Trainees in Meridian, MS. This entry-level role emphasizes building client relationships and providing holistic financial advice, supported by comprehensive training and development opportunities. **

Salary

Not specified; Not specified; Unlimited potential for financial growth

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Comfortable in a sales role
  • Communicate clearly with clients
  • Manage complexity in fast-paced environment

Nice-to-have

  • Bachelor's degree or 1-2 years experience
  • Strong computer skills for multitasking
  • Experience assessing client needs
  • Passion for helping clients reach goals
  • Ability to build strong relationships

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial service experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter