Advisor Development Program Financial Solutions Advisor Trainee Centralized: Meridian, Ms.

Bank of America Merrill Lynch

Meridian, MS, United States
Not specified; not specified; not specified
**
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Comfortable in a sales role
** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Meridian, MS. The program offers comprehensive training and development opportunities to equip individuals with the necessary skills to provide financial advice and build long-term client relationships. **

Job Summary

  • This role offers a defined path to becoming a Financial Advisor through the award-winning Academy at Bank of America with hands-on practice and personalized coaching.
  • As a Financial Solutions Advisor, you will provide holistic financial advice by identifying broader product solutions for investment, savings, and liability management needs.
  • The position provides unlimited potential for financial growth, a strong referral base from one out of two U.S. households, and robust marketing support.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Meridian, MS. The program offers comprehensive training and development opportunities to equip individuals with the necessary skills to provide financial advice and build long-term client relationships. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Comfortable in a sales role
  • Communicate clearly with clients
  • Manage complexity in fast-paced environment

Nice-to-have

  • Bachelor's degree or 1-2 years experience
  • Strong computer skills for multitasking
  • Experience assessing client needs
  • Ability to build and manage relationships
  • Passion for helping clients reach goals

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration and background check
  • Bachelor's degree preferred
  • Sales or financial service experience preferred

Work Rights

Must be eligible to work in the US

Tailored Resume

Cover Letter