Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Skidaway Island, Ga Merrill Office

Bank of America Merrill Lynch

Skidaway Island, Georgia, United States
Not specified; not specified; not specified
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
** The Advisor Development Program at Bank of America Merrill Lynch seeks a Financial Solutions Advisor Trainee for their Skidaway Island office. This entry-level position focuses on obtaining industry licenses and developing client relationships to provide holistic financial advice, with opportunities for career growth and comprehensive training. **

Job Summary

  • This role provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills.
  • As a phone-based advisor, you will provide holistic financial guidance to clients, identifying investment solutions that align with their life goals.
  • The program offers robust marketing support, a strong referral base from Bank of America relationships, and opportunities for career growth into the Merrill Financial Advisor role.

Matching Summary

Match Score: 75

** The Advisor Development Program at Bank of America Merrill Lynch seeks a Financial Solutions Advisor Trainee for their Skidaway Island office. This entry-level position focuses on obtaining industry licenses and developing client relationships to provide holistic financial advice, with opportunities for career growth and comprehensive training. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Strong communication and collaboration skills
  • Ability to work with affluent clients

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter