Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Greenville, Sc Merrill Office
Bank of America (GHR)
Greenville, SC, USA
Securities industry licenses
Phone-based licensed advisors
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.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
Unlimited potential for financial growth and robust marketing support to reach wider audiences with greater appeal are key benefits of this role.
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
phone-based licensed advisors
holistic financial advice
client relationship management
sales role confidence
Nice-to-have
culture driven and resilient
diversity in thoughts and business
adapt to new technology
proactive mindset and time management
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
Bachelor’s degree and/or one year financial services or sales experience