Advisor Development Program - Financial Solutions Advisor - Sherwood Financial Center

Bank of America

Not specified; not specified; not specified
In-office
Securities industry essentials sie license
Series 7 and series 66 exam completion
Strong client relationship building skills
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisors at the Sherwood Financial Center. The role focuses on building client relationships and obtaining necessary securities licenses while fostering a culture of trust and diversity

Job Summary

  • This role offers a comprehensive development journey starting with obtaining essential securities licenses including SIE, Series 7, and Series 66.
  • Participants will build foundational skills in acquiring and managing client relationships while guiding them through complex financial planning needs.
  • The program provides a clear career path from Financial Solutions Advisor Stage I to Merrill Financial Solutions Advisor and ultimately to core Merrill Financial Advisor.

Matching Summary

Match Score: 85

Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisors at the Sherwood Financial Center. The role focuses on building client relationships and obtaining necessary securities licenses while fostering a culture of trust and diversity.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Strong client relationship building skills
  • Proactive mindset and time management
  • Results-driven approach to client interests

Nice-to-have

  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Ability to learn new technology applications
  • Experience managing multiple tasks simultaneously
  • Commitment to diversity and inclusion culture

Key Requirements

  • Obtain Securities Industry Essentials (SIE) license
  • Pass Series 7 and Series 66 exams
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

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