Advisor Development Program Financial Solutions Advisor Trainee Centralized: San Antonio The Pearl

Bank of America

San Antonio, USA
On-site
Securities industry licenses
Acquire, build, and manage client relationships
Holistic financial advice and guidance
The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey

Job Summary

  • The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.
  • You will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience.
  • As a Financial Solutions Advisor within centralized segment of the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Matching Summary

The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • acquire, build, and manage client relationships
  • holistic financial advice and guidance
  • phone-based licensed advisors

Nice-to-have

  • humanizing financial interactions
  • collaboration with core banking and investment partners
  • responsible growth and community support

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