Advisor Development Program - Financial Solutions Advisor Trainee: Dover Main Financial Center - Bilingual Spanish

Bank of America Merrill Lynch

Dover, DE, United States
Not specified; not specified; not specified
Not specified
Bilingual spanish language proficiency
Securities industry essentials sie license
Series 7 and series 66 exam completion
The Advisor Development Program at Bank of America Merrill Lynch seeks bilingual Spanish candidates for a Financial Solutions Advisor Trainee position in Dover, DE. The program emphasizes building client relationships and offers comprehensive training, including obtaining necessary securities licenses

Job Summary

  • This role offers a comprehensive development journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
  • The program trains candidates to build strong client relationships, manage complex financial pictures, and guide clients toward achieving their life goals.
  • Successful participants progress from Stage I to becoming a Merrill Financial Solutions Advisor and eventually a core Merrill Financial Advisor.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America Merrill Lynch seeks bilingual Spanish candidates for a Financial Solutions Advisor Trainee position in Dover, DE. The program emphasizes building client relationships and offers comprehensive training, including obtaining necessary securities licenses.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bilingual Spanish language proficiency
  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Proactive mindset and time management
  • Results-driven sales approach

Nice-to-have

  • Bachelor's degree in related field
  • One year financial services experience
  • Ability to learn new technology quickly
  • Strong collaboration and communication skills
  • Experience managing multiple tasks simultaneously

Key Requirements

  • Bilingual Spanish required
  • Obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter