Advisor Development Program Financial Solutions Advisor Trainee: North Shepherd

Bank of America Merrill Lynch

Not specified; not specified; not specified
**
Obtain securities industry licenses (sie, series 7, series 66)
Comfortable in a sales role nurturing client relationships
Ability to manage complexity and prioritize tasks
** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees. This entry-level role focuses on helping trainees acquire necessary financial industry licenses while building foundational skills in client relationship management and financial advice. **

Job Summary

  • This position offers a comprehensive journey starting with obtaining necessary securities licenses and learning foundational advisor skills.
  • Successful candidates will progress from a financial center role to building a portfolio of affluent clients at a Merrill Wealth Management office.
  • The company is committed to an inclusive workplace culture that supports physical, emotional, and financial wellness for all teammates.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees. This entry-level role focuses on helping trainees acquire necessary financial industry licenses while building foundational skills in client relationship management and financial advice. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66)
  • Comfortable in a sales role nurturing client relationships
  • Ability to manage complexity and prioritize tasks

Nice-to-have

  • Strong computer skills for multitasking
  • Experience assessing client needs and recommending solutions
  • Thoroughness in incorporating regulatory due diligence

Key Requirements

  • Bachelor's degree or 1-2 years experience in finance/sales
  • SAFE Act registration and background check compliance
  • Completion of SIE, Series 7, and Series 66 exams

Work Rights

Not specified

Tailored Resume

Cover Letter