Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Oregon-denali Merrill Offices
Bank of America (GHR)
Oregon, United States
Not specified; not specified; not specified
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Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
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The Advisor Development Program for Financial Solutions Advisor Trainee at Bank of America offers a pathway to a financial advisory career, including licensing and comprehensive training. This role focuses on building client relationships and providing tailored financial advice while working within a supportive, diverse corporate culture.
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Job Summary
This program provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills.
Advisors will work with affluent and high net worth clients to identify needs, develop relationships, and provide comprehensive investment recommendations.
The role offers unlimited potential for financial growth, robust marketing support, and opportunities to connect with experts across banking and investment sectors.
Matching Summary
Match Score: 75
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The Advisor Development Program for Financial Solutions Advisor Trainee at Bank of America offers a pathway to a financial advisory career, including licensing and comprehensive training. This role focuses on building client relationships and providing tailored financial advice while working within a supportive, diverse corporate culture.
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