Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center

Bank of America Merrill Lynch

Unknown, Unknown, United States
In-office
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Build strong client relationships
Bank of America Merrill Lynch is seeking candidates for their Advisor Development Program as Financial Solutions Advisors, focusing on building client relationships and obtaining necessary financial licenses. The role emphasizes a supportive learning environment that leads to career advancement within wealth management

Job Summary

  • The role involves obtaining necessary securities licenses including SIE, Series 7, and Series 66 before beginning client-facing duties.
  • Employees will progress from a Financial Solutions Advisor Stage I to a Merrill Financial Solutions Advisor managing affluent client portfolios.
  • The position requires working in an in-office culture with specific attendance requirements while leveraging Bank of America's banking convenience.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking candidates for their Advisor Development Program as Financial Solutions Advisors, focusing on building client relationships and obtaining necessary financial licenses. The role emphasizes a supportive learning environment that leads to career advancement within wealth management.

Skills & Requirements

Must-have

  • Obtain Securities Industry Essentials license
  • Pass Series 7 and Series 66 exams
  • Build strong client relationships
  • Demonstrate proactive mindset
  • Apply regulatory due diligence

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Effective time management skills
  • Results-driven mindset
  • Adaptability to new technology

Key Requirements

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 exam completion
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

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