Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Desert Mountain Merrill Office

Bank of America (GHR)

Desert Mountain, Arizona, USA
Securities industry licenses
Client relationship management
Financial advice and guidance
The Advisor Development Program provides comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • The Advisor Development Program provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As a Financial Solutions Advisor, you will obtain Securities Industry licenses and learn foundational skills for acquiring, building, and managing client relationships.
  • Merrill is committed to an in-office culture and offers world-class training, on-boarding programs, and ongoing professional development.

Matching Summary

The Advisor Development Program provides 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 guidance
  • investment and financial markets knowledge
  • phone-based licensed advisors

Nice-to-have

  • culture driven, resilient, results focused
  • diversity in thoughts and backgrounds
  • humanizing financial interactions
  • collaboration with core banking partners

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