Advisor Development Program - Central Florida & Associates Financial Solutions Advisor Trainee: Financial Center - Orlando, Fl
Bank of America
Orlando, FL, US
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Comfortable in a sales role
Bank of America is seeking candidates for the Advisor Development Program in Orlando, FL, aimed at training future financial solutions advisors. This program emphasizes building client relationships, obtaining necessary securities licenses, and progressing within the wealth management landscape. Candidates are expected to thrive in a sales-focused environment while delivering exceptional client care
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products specializing in goals-based planning.
The program begins with obtaining necessary securities licenses including SIE, Series 7, and Series 66 before transitioning to client-facing roles.
Successful candidates will progress from Financial Center operations to building portfolios of affluent clients as Merrill Financial Solutions Advisors.
Matching Summary
Match Score: 85
Bank of America is seeking candidates for the Advisor Development Program in Orlando, FL, aimed at training future financial solutions advisors. This program emphasizes building client relationships, obtaining necessary securities licenses, and progressing within the wealth management landscape. Candidates are expected to thrive in a sales-focused environment while delivering exceptional client care.