Advisor Development Program - Financial Solutions Advisor Trainee - Sherwood Financial Center

Bank of America (GHR)

Sherwood, United States of America
Securities industry essentials [sie]
Series 7 and series 66 exams
Sales role confidence
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As an Advisor Development Program Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses and learn foundational skills for client acquisition, relationship management, and financial guidance.
  • The program offers a career journey with dedicated support, tools, and resources, with opportunities for progression to a core Merrill Financial Advisor.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Skills & Requirements

Must-have

  • Securities Industry Essentials [SIE]
  • Series 7 and Series 66 Exams
  • Sales role confidence
  • Client relationship building
  • Regulatory due diligence

Nice-to-have

  • Bilingual Spanish
  • Adapts to new technology
  • Results-focused mindset
  • Culture-driven team

Key Requirements

  • Holds Series 7 and 66 licenses
  • Holds Series 63 and 65 licenses
  • Minimum one year financial services experience
  • Minimum one year sales experience
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter