Advisor Development Program Financial Solutions Advisor Trainee: Richardson, Texas

Bank of America

Richardson, Texas, United States
Not specified; not specified; not specified
Obtain securities industry licenses
Pass sie series 7 and series 66 exams
Comfortable in a sales role
This position begins with obtaining Securities Industry licenses including the SIE, Series 7, and Series 66 exams

Job Summary

  • This position begins with obtaining Securities Industry licenses including the SIE, Series 7, and Series 66 exams.
  • The role involves acquiring, building, and managing client relationships while guiding them through complex financial pictures.
  • Successful candidates will progress from a financial center role to a Merrill Wealth Management office to build a portfolio of affluent clients.

Matching Summary

This position begins with obtaining Securities Industry licenses including the SIE, Series 7, and Series 66 exams.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Pass SIE Series 7 and Series 66 exams
  • Comfortable in a sales role
  • Manage complexity in fast-paced environment
  • Thorough regulatory due diligence

Nice-to-have

  • Strong computer skills for multitasking
  • Bachelor's degree or 1-2 years experience
  • Experience assessing client needs
  • Ability to adapt to new information
  • Collaborative team player

Key Requirements

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 exam completion
  • SAFE Act registration and background check
  • Bachelor's degree or 1-2 years financial sales experience

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter