Advisor Development Program Financial Solutions Advisor Trainee: North Shepherd
Bank of America (GHR)
Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain securities industry licenses sie series 7 series 66
Comfortable in sales role nurturing client relationships
Manage complexity and prioritize tasks in fast-paced environment
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in North Shepherd. The role focuses on obtaining essential securities licenses and developing client relationship skills to guide clients in their financial journeys, with a clear pathway for career progression within the organization
Job Summary
This position offers a comprehensive journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
Successful candidates will progress from a financial center role to building a portfolio of affluent clients as a Merrill Financial Solutions Advisor.
The program emphasizes humanizing financial interactions while delivering core banking and investment solutions to help clients live their best financial lives.
Matching Summary
Match Score: 85
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in North Shepherd. The role focuses on obtaining essential securities licenses and developing client relationship skills to guide clients in their financial journeys, with a clear pathway for career progression within the organization.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain Securities Industry licenses SIE Series 7 Series 66
Comfortable in sales role nurturing client relationships
Manage complexity and prioritize tasks in fast-paced environment
Nice-to-have
Strong computer skills with multitasking ability
Bachelor's degree or 1-2 years financial service experience
Experience assessing client needs and recommending solutions
Key Requirements
SAFE Act registration and background check
Completion of SIE, Series 7, and Series 66 exams
Bachelor's degree or 1-2 years industry experience