Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Desert Mountain Merrill Office

Bank of America (GHR)

Not specified; not specified; not specified
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at its Desert Mountain Merrill Office. The program offers a structured path to becoming a licensed financial advisor, emphasizing client relationship building, financial advice, and comprehensive training. **

Job Summary

  • This role offers a comprehensive journey from obtaining securities licenses to becoming a Financial Solutions Advisor providing holistic financial guidance.
  • Candidates will receive dedicated training on the Securities Industry Essentials, Series 7, and Series 66 exams along with one-on-one coaching.
  • The position involves managing portfolios of affluent and high net worth clients while leveraging Bank of America's extensive network.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at its Desert Mountain Merrill Office. The program offers a structured path to becoming a licensed financial advisor, emphasizing client relationship building, financial advice, and comprehensive training. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Proactive mindset and time management
  • Results-driven approach to client interests
  • Ability to work with affluent clients
  • Strong referral base utilization
  • Collaboration with banking partners

Key Requirements

  • Bachelor's degree preferred
  • One year financial services or sales experience preferred
  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter