Advisor Development Program - Downtown Lake Worth Financial Solutions Advisor Trainee: Financial Center - West Palm Beach, Fl

Bank of America (GHR)

West Palm Beach, FL, USA
On-site
Securities industry essentials (sie) exam
Series 7 exam
Series 66 exam
Bank of America is seeking candidates for its Advisor Development Program in West Palm Beach, FL, where trainees will obtain securities licenses and learn to develop client relationships in wealth management. The role emphasizes sales, client communication, and teamwork within a supportive and diverse work culture

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
  • As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses.
  • Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA).

Matching Summary

Match Score: 85

Bank of America is seeking candidates for its Advisor Development Program in West Palm Beach, FL, where trainees will obtain securities licenses and learn to develop client relationships in wealth management. The role emphasizes sales, client communication, and teamwork within a supportive and diverse work culture.

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE) exam
  • Series 7 exam
  • Series 66 exam
  • Client relationship management
  • Sales role
  • Fast-paced environment

Nice-to-have

  • Strong computer skills
  • Adaptability
  • Time management
  • Thoroughness
  • Diversity of thought

Key Requirements

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66)
  • Bachelor's degree or 1-2 years financial services/sales experience
  • SAFE Act registration

Work Rights

Not specified

Tailored Resume

Cover Letter