Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Greenville, Sc Merrill Office
Bank of America (GHR)
Greenville, SC, US
Not specified; not specified; not specified
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a comprehensive training path to become a Merrill Financial Advisor through dedicated study for required securities licenses
Job Summary
This role offers a comprehensive training path to become a Merrill Financial Advisor through dedicated study for required securities licenses.
Financial Solutions Advisors provide phone-based holistic financial advice to identify investment, savings, and liability management solutions for clients.
The program includes robust marketing support, ongoing professional development, and access to a referral base from Bank of America's extensive customer network.
Matching Summary
This role offers a comprehensive training path to become a Merrill Financial Advisor through dedicated study for required securities licenses.
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
Results-driven sales approach
Ability to work with affluent clients
Key Requirements
SIE license (required within 60 days)
Series 7 and 66 licenses (required within 120 days)