Advisor Development Program - Financial Solutions Advisor Trainee - Sherwood Financial Center
Bank of America
Sherwood Financial Center
Securities industry licenses
Client relationship management
Financial advice and solutions
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Securities Industry licenses
client relationship management
financial advice and solutions
sales role comfort
clear and confident communication
prioritize tasks
adapt to new information
Nice-to-have
Bilingual Spanish preferred
strong computer skills
multitask in demanding environment
Key Requirements
Securities Industry Essentials [SIE], Series 7 and Series 66 Exams