Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Wichita, Ks Merrill Office

Bank of America

Wichita, Kansas, US
**
Obtain securities industry licenses
Acquire, build, and manage client relationships
Provide holistic financial advice
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Wichita, Kansas. This role involves obtaining necessary securities licenses and developing client relationships to provide comprehensive financial solutions. **

Job Summary

  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
  • We’ll help you build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Wichita, Kansas. This role involves obtaining necessary securities licenses and developing client relationships to provide comprehensive financial solutions. **

Skills & Requirements

Must-have

  • obtain Securities Industry licenses
  • acquire, build, and manage client relationships
  • provide holistic financial advice
  • phone-based licensed advisor role

Nice-to-have

  • humanizing financial interactions
  • work with affluent and high net worth clients
  • leverage Bank of America relationships

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • Bachelor’s degree and/or minimum one year financial services or sales experience (Desired)

Work Rights

Not specified

Tailored Resume

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