Advisor Development Program - Little Havana Financial Solutions Advisor Trainee: Financial Center - Miami, Fl (bilingual Spanish Speaking Required)

Bank of America Merrill Lynch

Miami, FL, US
Not specified; not specified; not specified
In-office (with flexibility based on role-specific considerations)
Bilingual spanish speaking required
Obtain series 7 and series 66 licenses
Comfortable in a sales role
The Advisor Development Program at Bank of America Merrill Lynch is seeking bilingual Spanish-speaking candidates for the Financial Solutions Advisor Trainee position in Miami, FL. This role offers comprehensive training in wealth management and client advisory services with a clear path for career advancement within the organization

Job Summary

  • This position offers a comprehensive journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
  • The role involves building and managing client relationships while guiding affluent clients through complex financial planning for retirement and legacy goals.
  • Successful candidates will progress from an Advisor Trainee stage to becoming a core Merrill Financial Advisor within the Wealth Management division.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America Merrill Lynch is seeking bilingual Spanish-speaking candidates for the Financial Solutions Advisor Trainee position in Miami, FL. This role offers comprehensive training in wealth management and client advisory services with a clear path for career advancement within the organization.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Bilingual Spanish speaking required
  • Obtain Series 7 and Series 66 licenses
  • Comfortable in a sales role

Nice-to-have

  • Strong computer skills with multitasking ability
  • Bachelor's degree or 1-2 years financial experience
  • Ability to manage complexity in fast-paced environment

Key Requirements

  • Bilingual Spanish speaking required
  • Series 7 and Series 66 license acquisition
  • SAFE Act registration compliance

Work Rights

Not specified

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