Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Montgomery, Al Merrill Office
Bank of America (GHR)
Montgomery, Alabama, USA
Securities industry essentials (sie)
Series 7 and series 66 licenses
Client relationship management
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
As a Financial Solutions Advisor within the centralized segment, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes.
We believe diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services.
Skills & Requirements
Must-have
Securities Industry Essentials (SIE)
Series 7 and Series 66 licenses
Client relationship management
Financial advice and guidance
Sales role confidence
Nice-to-have
Diversity of thoughts and backgrounds
Culture driven and resilient
Proactive mindset and collaboration
Adapts to new technology
Key Requirements
Obtain SIE within 60 days
Obtain Series 7 & 66 within 120 Days
Bachelor's degree and/or 1 year financial services/sales experience