Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Sioux Falls, Nd

Bank of America (GHR)

Sioux Falls, ND, US
**
Obtain securities industry licenses
Build and manage client relationships
Provide holistic financial advice
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Sioux Falls, ND. The program offers comprehensive training and professional development for individuals looking to build a career in wealth management, focusing on client relationship building and providing financial guidance. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses.
  • We believe diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Sioux Falls, ND. The program offers comprehensive training and professional development for individuals looking to build a career in wealth management, focusing on client relationship building and providing financial guidance. **

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Build and manage client relationships
  • Provide holistic financial advice
  • Phone-based licensed advisor role
  • Sales role confidence

Nice-to-have

  • Collaborate with banking partners
  • Adapt to new technology
  • Work with affluent clients
  • Proactive mindset and time management

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • Bachelor's degree or 1 year financial services/sales experience

Work Rights

Not specified

Tailored Resume

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