Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Oregon-denali Merrill Offices
Bank of America (GHR)
Oregon, US
On-site
Securities industry licenses
Client relationship management
Holistic financial advice
The Advisor Development Program at Bank of America seeks Financial Solutions Advisor Trainees to provide comprehensive financial advice and support to clients. This role involves obtaining essential securities licenses and developing skills to build and manage client relationships within a collaborative and growth-oriented environment
Job Summary
Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time.
Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
Matching Summary
Match Score: 85
The Advisor Development Program at Bank of America seeks Financial Solutions Advisor Trainees to provide comprehensive financial advice and support to clients. This role involves obtaining essential securities licenses and developing skills to build and manage client relationships within a collaborative and growth-oriented environment.
Skills & Requirements
Must-have
Securities Industry licenses
Client relationship management
Holistic financial advice
Investment and savings solutions
Bank of America products and services
Nice-to-have
Consultative approach with clients
Leverage existing customer relationships
Collaborate with core banking partners
Culture driven, resilient, results focused
Key Requirements
Obtain SIE within 60 days of hire
Obtain Series 7 & 66 within 120 days
Bachelor’s degree and/or one year financial services or sales experience