Advisor Development Program - Central Florida & Associates Financial Solutions Advisor Trainee: Financial Center - Orlando, Fl
Bank of America (GHR)
Orlando, Florida, USA
Securities industry essentials [sie]
Series 7 and series 66 exams
Acquiring, building and managing client relationships
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
We believe trust comes from transparency and our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Securities Industry Essentials [SIE]
Series 7 and Series 66 Exams
acquiring, building and managing client relationships
delivering Bank of America’s core banking
sales role
prioritizing tasks and executing
Nice-to-have
humanizing financial interactions
culture driven, resilient, results focused
diversity in our thoughts, business, and employees