Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Nashville, Tn Merrill Office

Bank of America (GHR)

Nashville, TN, US
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
This role offers a comprehensive training path to become a Merrill Financial Advisor through the Advisor Development Program

Job Summary

  • This role offers a comprehensive training path to become a Merrill Financial Advisor through the Advisor Development Program.
  • Candidates will obtain necessary securities licenses including SIE, Series 7, and Series 66 while learning foundational advisory skills.
  • The position involves providing holistic financial advice to clients via phone, identifying investment needs and recommending solutions.

Matching Summary

This role offers a comprehensive training path to become a Merrill Financial Advisor through the Advisor Development Program.

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 relationship building skills

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Results-driven approach to sales
  • 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