Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, Nc
Bank of America
Winston Salem, NC, US
Not specified; not specified; not specified
Not specified
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Comfortable in a sales role
Bank of America is seeking candidates for their Advisor Development Program in Winston Salem, NC, targeting aspiring Financial Solutions Advisors. This role emphasizes building client relationships and requires obtaining securities industry licenses while providing comprehensive financial solutions
Job Summary
The program provides dedicated study time for obtaining necessary securities licenses including SIE, Series 7, and Series 66.
Participants will learn foundational skills to build client relationships and guide clients through complex financial planning for retirement and legacy goals.
Successful candidates progress from Financial Center roles to building portfolios of affluent clients within Merrill Wealth Management offices.
Matching Summary
Match Score: 75
Bank of America is seeking candidates for their Advisor Development Program in Winston Salem, NC, targeting aspiring Financial Solutions Advisors. This role emphasizes building client relationships and requires obtaining securities industry licenses while providing comprehensive financial solutions.