Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Sioux Falls, Nd

Bank of America

Sioux Falls, ND, US
Not specified; not specified; not specified
In-office
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
The Bank of America is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in Sioux Falls, ND. This role focuses on training individuals to provide comprehensive financial advice while obtaining necessary industry licenses and building client relationships

Job Summary

  • This role offers a comprehensive training path to become a Financial Solutions Advisor through the Merrill Wealth Management Advisor Development Program.
  • Candidates will obtain essential securities licenses (SIE, Series 7, Series 66) and learn to provide holistic financial advice to diverse client portfolios.
  • The position provides unlimited potential for financial growth, robust marketing support, and opportunities to connect with experts across banking and investment sectors.

Matching Summary

Match Score: 85

The Bank of America is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in Sioux Falls, ND. This role focuses on training individuals to provide comprehensive financial advice while obtaining necessary industry licenses and building 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
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Strong communication and collaboration skills
  • Ability to work with affluent clients

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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