Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Greenwood Village

Bank of America

Greenwood Village, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
On-site
Securities industry essentials (sie)
Series 7 and series 66 licenses
Client relationship management
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Greenwood Village, CO. The role emphasizes building client relationships and obtaining necessary securities licenses while offering comprehensive training and development opportunities

Job Summary

  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
  • We’ll help you 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

Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Greenwood Village, CO. The role emphasizes building client relationships and obtaining necessary securities licenses while offering comprehensive training and development opportunities.

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
  • Client relationship management
  • Financial planning guidance
  • Sales role confidence

Nice-to-have

  • Proactive mindset
  • Results-driven mindset
  • Adapt to new technology
  • Execute multiple tasks

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • Bachelor’s degree and/or minimum one year financial services or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter