Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Skidaway Island, Ga Merrill Office

Bank of America (GHR)

Skidaway Island, Georgia, USA
Securities industry licenses
Client relationship management
Financial advice and guidance
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams

Job Summary

  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
  • We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.

Matching Summary

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • phone-based licensed advisors

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • diversity in thoughts

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter