Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Colorado Springs, Co

Bank of America

Colorado Springs, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
On-site
Securities industry essentials (sie)
Series 7 and series 66 licenses
Sales role confidence
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Colorado Springs, CO. The role involves obtaining securities licenses and providing holistic financial advice to clients, focusing on building relationships and managing portfolios in a structured training environment

Job Summary

  • The Advisor Development Program provides world-class training and on-boarding programs to build a successful career at Bank of America.
  • You will earn your Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time.
  • This role offers unlimited potential for financial growth, a strong referral base, and ongoing professional development.

Matching Summary

Match Score: 85

Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Colorado Springs, CO. The role involves obtaining securities licenses and providing holistic financial advice to clients, focusing on building relationships and managing portfolios in a structured training environment.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Sales role confidence
  • Client relationship building
  • Results-driven mindset

Nice-to-have

  • Proactive mindset
  • Effective time management
  • Learns and adapts to new technology
  • Executes multiple tasks simultaneously

Key Requirements

  • Obtain SIE within 60 days of hire
  • Obtain Series 7 & 66 within 120 days
  • Bachelor’s degree and/or 1 year financial services or sales experience (desired)

Work Rights

Not specified

Tailored Resume

Cover Letter