Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Wichita, Ks Merrill Office

Bank of America Merrill Lynch

Wichita, KS, US
Not specified; not specified; not specified
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based financial advice delivery
** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Trainee for their Advisor Development Program in Wichita, KS. This role involves obtaining necessary securities licenses, developing client relationships, and providing comprehensive financial advice within a supportive in-office culture that emphasizes diversity and employee development. **

Job Summary

  • This role offers a structured path to become a Merrill Financial Advisor through comprehensive training on securities licenses and client relationship building.
  • Financial Solutions Advisors provide phone-based holistic financial advice to affluent and high net worth clients, identifying needs and recommending investment solutions.
  • The program includes dedicated coaching, access to a referral base from Bank of America's vast customer network, and opportunities for unlimited financial growth.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Trainee for their Advisor Development Program in Wichita, KS. This role involves obtaining necessary securities licenses, developing client relationships, and providing comprehensive financial advice within a supportive in-office culture that emphasizes diversity and employee development. **

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 financial advice delivery
  • Holistic financial planning and guidance
  • Client portfolio management and growth

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 applications

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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