Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Fort Wayne, In

Bank of America

Fort Wayne, IN, US
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 a Financial Solutions Advisor Trainee for its Advisor Development Program in Fort Wayne, IN. The role involves obtaining necessary financial licenses and developing skills to provide holistic financial advice and build relationships with clients. **

Job Summary

  • This role offers a comprehensive training path including dedicated classes for Securities Industry Essentials, Series 7, and Series 66 exams.
  • As a Financial Solutions Advisor, you will provide phone-based holistic financial advice to affluent and high net worth clients.
  • The position provides unlimited potential for financial growth with a strong referral base from Bank of America's extensive customer network.

Matching Summary

Match Score: 75

** Bank of America is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in Fort Wayne, IN. The role involves obtaining necessary financial licenses and developing skills to provide holistic financial advice and build relationships with clients. **

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 relationship building skills

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Proactive mindset and time management
  • Results-driven approach to client needs
  • Adaptability to new technology

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree or one year experience (desired)
  • Sales confidence and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter