The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor
Job Summary
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams.
We believe trust comes from transparency and 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
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Skills & Requirements
Must-have
client service support
securities industry licenses
client relationship management
financial advisor trainee
client needs assessment
Microsoft Suite proficiency
Nice-to-have
entrepreneurial mindset
results-driven growth mindset
interpersonal and relationship building
adapt to new technology
Key Requirements
Securities Industry Essentials [SIE], Series 7, and Series 66 Exams within 120 days