Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Louisville, Ky Merrill Office
Bank of America (GHR)
Louisville, Ky, USA
Securities industry licenses
Client relationship management
Holistic financial advice
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
Job Summary
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
You will then join the centralized team as a Financial Solutions Advisor, phone-based licensed advisors providing clients with holistic financial advice and guidance.
This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management with unlimited potential for financial growth.
Matching Summary
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Skills & Requirements
Must-have
Securities Industry licenses
client relationship management
holistic financial advice
investment and financial markets knowledge
Nice-to-have
culture driven and resilient
results focused and effective
humanizing financial interactions
diversity in thoughts and backgrounds
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 days
SAFE Act registration requirements
Bachelor’s degree and/or minimum one year financial services or sales experience