Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, Nc

Bank of America (GHR)

Winston Salem, North Carolina, USA
Securities industry licenses
Client relationship management
Financial advice and guidance
The Advisor Development Program provides dedicated study time for Securities Industry Essentials, Series 7, and Series 66 Exams

Job Summary

  • The Advisor Development Program provides dedicated study time for Securities Industry Essentials, Series 7, and Series 66 Exams.
  • Upon licensing, you will learn foundational skills for acquiring, building, and managing client relationships and providing financial solutions.
  • The program offers a clear progression path, aiming for you to become a core Merrill Financial Advisor with ongoing support from The Academy.

Matching Summary

The Advisor Development Program provides dedicated study time for Securities Industry Essentials, Series 7, and Series 66 Exams.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • sales role
  • regulatory due diligence

Nice-to-have

  • strong computer skills
  • ability to multitask
  • culture driven
  • resilient
  • results focused

Key Requirements

  • Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
  • SAFE Act registration requirements
  • Bachelor's degree or 1-2 years experience

Work Rights

Not specified

Tailored Resume

Cover Letter