Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center

Bank of America Merrill Lynch

Not specified; not specified; not specified
In-office (specific attendance requirements with some flexibility based on role-specific considerations)
Securities industry essentials license
Series 7 and series 66 exams
Sales role confidence
The Advisor Development Program at Bank of America Merrill Lynch seeks candidates for the Financial Solutions Advisor role, where they will gain essential securities licenses and develop skills to build client relationships. This position emphasizes collaboration, proactive engagement, and the ability to apply financial knowledge to serve clients effectively

Job Summary

  • The program provides dedicated study time for obtaining Securities Industry Essentials, Series 7, and Series 66 licenses.
  • Participants will learn foundational skills to acquire, build, and manage client relationships while guiding them through complex financial pictures.
  • Successful candidates progress from Financial Solutions Advisor Stage I to Merrill Financial Solutions Advisor and eventually to core Merrill Financial Advisor.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America Merrill Lynch seeks candidates for the Financial Solutions Advisor role, where they will gain essential securities licenses and develop skills to build client relationships. This position emphasizes collaboration, proactive engagement, and the ability to apply financial knowledge to serve clients effectively.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials license
  • Series 7 and Series 66 exams
  • Sales role confidence
  • Client relationship management
  • Regulatory due diligence

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Proactive mindset
  • Effective time management
  • Adaptable to new technology

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act registration required
  • Bachelor's degree or one year of experience
  • In-office attendance required
  • Pass SAFE Act background check

Work Rights

Not specified

Tailored Resume

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