Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Dayton, Oh

Bank of America

Miamisburg, US
**
Securities industry licenses
Client relationship management
Holistic financial advice
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Miamisburg, OH. This role requires obtaining key financial licenses and focuses on building client relationships while providing comprehensive financial advice and solutions. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses.
  • The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Miamisburg, OH. This role requires obtaining key financial licenses and focuses on building client relationships while providing comprehensive financial advice and solutions. **

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • holistic financial advice
  • investment and financial markets knowledge

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • effective
  • humanizing financial interactions

Key Requirements

  • SIE, Series 7 and Series 66 licenses required
  • SIE within 60 days of hire
  • Series 7 & 66 within 120 days
  • Bachelor’s degree and/or minimum of one year financial services or sales experience

Work Rights

Not specified

Tailored Resume

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