Advisor Development Program Financial Solutions Advisor Trainee Centralized: Greater Houston Champions Office

Bank of America (GHR)

Houston, Texas, United States
Not specified; not specified; benefits: ongoing pr...
Obtain sie series 7 and series 66 licenses
Phone-based licensed advisor role
Holistic financial advice delivery
This program offers a defined path to becoming a Financial Advisor through world-class training and personalized coaching from the Academy at Bank of America

Job Summary

  • This program offers a defined path to becoming a Financial Advisor through world-class training and personalized coaching from the Academy at Bank of America.
  • As a Financial Solutions Advisor, you will provide phone-based holistic financial advice to clients, identifying broader product solutions for their investment and savings needs.
  • The role provides unlimited potential for financial growth, leveraging a strong referral base from one out of two households in the U.S. to build your business.

Matching Summary

This program offers a defined path to becoming a Financial Advisor through world-class training and personalized coaching from the Academy at Bank of America.

Salary

Not specified; Not specified; Benefits: Ongoing professional development, robust marketing support, industry leading products

Skills & Requirements

Must-have

  • obtain SIE Series 7 and Series 66 licenses
  • phone-based licensed advisor role
  • holistic financial advice delivery
  • identify client investment needs
  • align products with client goals

Nice-to-have

  • comfortable in a sales role
  • strong computer skills
  • bachelor's degree preferred
  • experience in financial services
  • ability to multitask effectively

Key Requirements

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • SAFE Act registration and background check
  • Bachelor's degree or 1-2 years experience

Work Rights

Must pass SAFE Act background check

Tailored Resume

Cover Letter