Advisor Development Program Financial Solutions Advisor Trainee Centralized: San Antonio The Pearl

Bank of America Merrill Lynch

San Antonio, Texas, United States
Not specified; not specified; unlimited potential ...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Comfortable in a sales role
This role offers a defined path to becoming a Financial Advisor through a multi-stage training program including hands-on practice and personalized coaching

Job Summary

  • This role offers a defined path to becoming a Financial Advisor through a multi-stage training program including hands-on practice and personalized coaching.
  • As a Financial Solutions Advisor, you will provide holistic financial advice by identifying broader product solutions for investment, savings, and liability management.
  • The position provides unlimited potential for financial growth with a strong referral base from Bank of America's relationship with one out of two U.S. households.

Matching Summary

This role offers a defined path to becoming a Financial Advisor through a multi-stage training program including hands-on practice and personalized coaching.

Salary

Not specified; Not specified; Unlimited potential for financial growth mentioned

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Comfortable in a sales role
  • Communicate clearly with clients
  • Manage complexity in fast-paced environment

Nice-to-have

  • Strong computer skills for multitasking
  • Bachelor's degree or 1-2 years experience
  • Experience assessing client needs
  • Ability to build client relationships
  • Passion for helping clients reach goals

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check
  • Bachelor's degree preferred or relevant experience

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter