Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Greenwood Village

Bank of America (GHR)

Greenwood Village, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licenses
Series 7 and series 66
Phone-based licensed advisors
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 provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

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.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Securities Industry licenses
  • Series 7 and Series 66
  • phone-based licensed advisors
  • client relationship management
  • financial advice and guidance

Nice-to-have

  • proactive mindset
  • results-driven mindset
  • diverse backgrounds
  • culture driven
  • resilient
  • results focused

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