Advisor Development Program - Central Florida & Associates Financial Solutions Advisor Trainee: Financial Center - Orlando, Fl

Bank of America Merrill Lynch

Orlando, Florida, United States
Not specified; not specified; not specified
In-office
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Comfortable in a sales role
Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program in Orlando, Florida. This entry-level position is designed for aspiring financial advisors, offering training in wealth management and client relationship building, along with the opportunity to earn necessary securities licenses

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The Advisor Development Program provides dedicated study time for obtaining necessary securities licenses including SIE, Series 7, and Series 66.
  • Successful candidates will progress from an entry-level advisor role to building a portfolio of affluent and high net worth clients.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program in Orlando, Florida. This entry-level position is designed for aspiring financial advisors, offering training in wealth management and client relationship building, along with the opportunity to earn necessary securities licenses.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry Essentials license
  • Pass Series 7 and Series 66 exams
  • Comfortable in a sales role
  • Manage complexity in fast-paced environment
  • Thorough regulatory due diligence

Nice-to-have

  • Strong computer skills with multitasking ability
  • Bachelor's degree or 1-2 years experience
  • Experience assessing client needs
  • Ability to humanize financial interactions
  • Diverse background and unique perspectives

Key Requirements

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 exam certification
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • 1-2 years financial service experience preferred

Work Rights

Not specified

Tailored Resume

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