Advisor Development Program - Financial Solutions Advisor Trainee - Concord Village Financial Center
Bank of America (GHR)
Saint Louis, USA
Securities industry licenses
Client relationship management
Sales role
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
The Advisor Development Program trains individuals to obtain Securities Industry licenses, build foundational advisor skills, and manage client relationships.
The program offers a career path from trainee to core Merrill Financial Advisor, with support from dedicated programs, tools, and resources.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services, specializing in goals-based wealth management.
Skills & Requirements
Must-have
Securities Industry licenses
client relationship management
sales role
communication skills
collaboration
fast-paced environment
Nice-to-have
computer skills
assessing client needs
identifying solutions
building client relationships
Key Requirements
Securities Industry Essentials [SIE], Series 7 and Series 66 Exams