Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Sioux Falls, Nd

Bank of America (GHR)

Sioux Falls, ND, US
Not specified; not specified; not specified
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a comprehensive training path to become a Merrill Financial Advisor through dedicated classes for required securities licenses

Job Summary

  • This role offers a comprehensive training path to become a Merrill Financial Advisor through dedicated classes for required securities licenses.
  • As a centralized Financial Solutions Advisor, you will provide phone-based holistic financial advice to affluent and high net worth clients.
  • The position includes robust marketing support, unlimited potential for financial growth, and access to a referral base from one out of two U.S. households.

Matching Summary

This role offers a comprehensive training path to become a Merrill Financial Advisor through dedicated classes for required securities licenses.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset with effective time management
  • Strong communication and collaboration skills
  • Ability to learn new technology quickly

Key Requirements

  • SIE license within 60 days
  • Series 7 and 66 licenses within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter