Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Bloomfield Hills, Mi
Bank of America (GHR)
Bloomfield Hills, MI, US
Not specified; not specified; not specified
In-office
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
The Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Bloomfield Hills, MI. The program emphasizes obtaining industry licenses and developing skills for client relationships while providing comprehensive financial solutions
Job Summary
This program provides a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills.
Financial Solutions Advisors in the centralized segment act as phone-based licensed advisors providing holistic investment, savings, and liability management solutions to clients.
The role offers unlimited potential for financial growth with access to a strong referral base from Bank of America's extensive household network.
Matching Summary
Match Score: 85
The Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Bloomfield Hills, MI. The program emphasizes obtaining industry licenses and developing skills for client relationships while providing comprehensive financial solutions.
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 licensed advisor role
Holistic financial advice delivery
Client relationship building skills
Nice-to-have
Bachelor's degree preferred
One year financial services experience
Proactive mindset and time management
Results-driven sales approach
Adaptability to new technology
Key Requirements
SIE license required within 60 days
Series 7 and 66 licenses required within 120 days
SAFE Act registration compliance
Bachelor's degree or one year experience (Desired)