Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Harrisburg, Pa

Bank of America

Harrisburg, PA, United States
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
** Bank of America is seeking candidates for their Advisor Development Program as Financial Solutions Advisor Trainees in Harrisburg, PA. The program focuses on training individuals to provide comprehensive wealth management and investment advice, requiring candidates to obtain necessary securities licenses and develop client relationships. **

Job Summary

  • This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills.
  • Financial Solutions Advisors in this centralized segment provide phone-based holistic financial advice to identify investment, savings, and liability solutions for clients.
  • The program provides unlimited potential for financial growth, robust marketing support, and access to a referral base from one out of two U.S. households.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for their Advisor Development Program as Financial Solutions Advisor Trainees in Harrisburg, PA. The program focuses on training individuals to provide comprehensive wealth management and investment advice, requiring candidates to obtain necessary securities licenses and develop client relationships. **

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 relationship building skills

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Proactive mindset and time management
  • Results-driven approach to sales
  • Ability to work with affluent clients

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree or 1 year experience (desired)
  • Confidence working in a sales role

Work Rights

Not specified

Tailored Resume

Cover Letter