Advisor Development Program - Southwest Florida Coast Financial Solutions Advisor Trainee: Financial Center - Fort Myers, Fl

Bank of America (GHR)

Fort Myers, Florida, USA
Securities industry essentials license
Series 7 license
Series 66 license
The Advisor Development Program provides dedicated study time and resources to obtain essential Securities Industry licenses

Job Summary

  • The Advisor Development Program provides dedicated study time and resources to obtain essential Securities Industry licenses.
  • Upon licensing, you will learn foundational skills for acquiring, building, and managing client relationships to guide them financially.
  • The program offers a clear progression path, aiming for you to become a core Merrill Financial Advisor with ongoing support.

Matching Summary

The Advisor Development Program provides dedicated study time and resources to obtain essential Securities Industry licenses.

Skills & Requirements

Must-have

  • Securities Industry Essentials license
  • Series 7 license
  • Series 66 license
  • sales role
  • client relationship management
  • prioritize tasks
  • fast-paced environment

Nice-to-have

  • goals-oriented
  • collaborative
  • adaptable
  • thorough
  • strong computer skills
  • multitasking ability

Key Requirements

  • Securities Industry Essentials [SIE] Exam
  • Series 7 Exam
  • Series 66 Exam
  • SAFE Act registration
  • Bachelor's degree or 1-2 years experience

Work Rights

Not specified

Tailored Resume

Cover Letter