Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Bloomfield Hills, Mi

Bank of America Merrill Lynch

Bloomfield Hills, MI, US
Not specified; not specified; not specified
**
Obtain sie, series 7, and series 66 licenses within specified timeframes
Phone-based licensed advisor role in centralized segment
Provide holistic financial advice to affluent and high net worth clients
** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Bloomfield Hills, MI. The program emphasizes comprehensive wealth management training, client relationship building, and obtaining necessary securities licenses, with a strong focus on a culture of diversity, transparency, and continuous professional development. **

Job Summary

  • This role offers a structured path to become a Merrill Financial Advisor through world-class training and on-boarding programs.
  • Financial Solutions Advisors provide phone-based holistic financial advice to identify investment, savings, and liability management solutions for clients.
  • The position includes unlimited potential for financial growth supported by a strong referral base from Bank of America's extensive household network.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Bloomfield Hills, MI. The program emphasizes comprehensive wealth management training, client relationship building, and obtaining necessary securities licenses, with a strong focus on a culture of diversity, transparency, and continuous professional development. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE, Series 7, and Series 66 licenses within specified timeframes
  • Phone-based licensed advisor role in centralized segment
  • Provide holistic financial advice to affluent and high net worth clients

Nice-to-have

  • Bachelor's degree or one year of financial services experience
  • Proactive mindset with effective time management skills
  • Ability to learn and adapt to new technology applications

Key Requirements

  • SIE license within 60 days of hire
  • Series 7 and Series 66 licenses within 120 days of hire
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter