Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Birmingham, Al Merrill Office
Bank of America (GHR)
Birmingham, United Kingdom
Securities industry essentials (sie)
Series 7 and series 66 licenses
Phone-based licensed advisors
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
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
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.
Skills & Requirements
Must-have
Securities Industry Essentials (SIE)
Series 7 and Series 66 licenses
phone-based licensed advisors
client relationship management
holistic financial advice
Nice-to-have
culture driven
resilient
results focused
diversity in thoughts
proactive mindset
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 Days
SAFE Act registration requirements
Bachelor’s degree or 1 year financial services/sales experience