Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center

Bank of America (GHR)

Not specified; not specified; not specified
In-office
Securities industry essentials sie license
Series 7 and series 66 exam completion
Proactive mindset with effective time management
The Advisor Development Program at Bank of America seeks candidates for the Financial Solutions Advisor role, focusing on wealth management and client relationships. The position includes obtaining relevant securities licenses and progressing through a structured development program to build a portfolio of clients

Job Summary

  • The program provides dedicated study time to obtain Securities Industry Essentials, Series 7, and Series 66 licenses.
  • Participants will build foundational skills in acquiring, building, and managing client relationships while guiding them through complex financial pictures.
  • Successful candidates progress from a Financial Center role to a Merrill Wealth Management office to build a portfolio of affluent clients.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America seeks candidates for the Financial Solutions Advisor role, focusing on wealth management and client relationships. The position includes obtaining relevant securities licenses and progressing through a structured development program to build a portfolio of clients.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Proactive mindset with effective time management
  • Results-driven approach prioritizing client interests
  • Application of regulatory due diligence

Nice-to-have

  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Ability to learn new technology applications
  • Strong communication and collaboration skills
  • Experience managing multiple tasks simultaneously

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act registration and background check compliance
  • Willingness to work in-office culture
  • Demonstrated confidence in sales roles

Work Rights

Not specified

Tailored Resume

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