Advisor Development Program Financial Solutions Advisor Trainee: Fort Worth East

Bank of America (GHR)

Fort Worth, Texas, United States
Not specified; not specified; not specified
Obtain securities industry licenses (sie, series 7, series 66)
Comfortable in a sales role nurturing client relationships
Ability to manage complexity and prioritize tasks in fast-paced environment
The role begins with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams

Job Summary

  • The role begins with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
  • Successful candidates progress from Bank of America financial centers to Merrill Wealth Management offices to build portfolios of affluent clients.
  • The position requires adherence to SAFE Act registration requirements and background checks for mortgage originations.

Matching Summary

The role begins with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses (SIE, Series 7, Series 66)
  • Comfortable in a sales role nurturing client relationships
  • Ability to manage complexity and prioritize tasks in fast-paced environment

Nice-to-have

  • Strong computer skills with multitasking ability
  • Experience assessing client needs and recommending solutions
  • Thoroughness in incorporating regulatory due diligence

Key Requirements

  • Bachelor's degree or 1-2 years experience in financial services/sales
  • Completion of SIE, Series 7, and Series 66 exams
  • SAFE Act registration and background check clearance

Work Rights

Not specified

Tailored Resume

Cover Letter