Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Desert Mountain Merrill Office

Bank of America (GHR)

Desert Mountain, Arizona, USA
**
Securities industry essentials (sie) license
Series 7 license
Series 66 license
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Desert Mountain Merrill Office. The program focuses on providing comprehensive wealth management training to help individuals build client relationships and obtain necessary Securities Industry licenses, culminating in a career as a Financial Advisor. **

Job Summary

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training and achieve them within specified timelines.
  • Develop foundational skills in acquiring, building, and managing client relationships, providing holistic financial advice, and aligning Merrill and Bank of America products.
  • Receive world-class training, one-on-one coaching, and ongoing professional development to build a successful career in Wealth Management.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Desert Mountain Merrill Office. The program focuses on providing comprehensive wealth management training to help individuals build client relationships and obtain necessary Securities Industry licenses, culminating in a career as a Financial Advisor. **

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE) license
  • Series 7 license
  • Series 66 license
  • Client relationship management
  • Financial planning and advice

Nice-to-have

  • Consultative approach
  • Collaboration with partners
  • Diversity and inclusion

Key Requirements

  • Obtain SIE within 60 days of hire
  • Obtain Series 7 & 66 within 120 days
  • Bachelor's degree and/or 1 year financial services/sales experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter