Advisor Development Program Financial Solutions Advisor Trainee: Richardson, Texas

Bank of America

Richardson, Texas, United States
Not specified; not specified; not specified
**
Obtain securities industry licenses
Pass series 7 and series 66 exams
Complete safe act registration requirements
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Richardson, Texas. The role emphasizes obtaining securities licenses and developing skills in client relationship management while contributing to the company’s commitment to responsible growth and community impact. **

Job Summary

  • The program guides candidates through obtaining necessary securities licenses including SIE, Series 7, and Series 66 before beginning client-facing work.
  • Participants will progress from an entry-level advisor role to managing affluent and high net worth clients within the Merrill Wealth Management division.
  • The company offers dedicated study time, tools, and resources to support career development from trainee to core Financial Advisor.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Richardson, Texas. The role emphasizes obtaining securities licenses and developing skills in client relationship management while contributing to the company’s commitment to responsible growth and community impact. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Pass Series 7 and Series 66 exams
  • Complete SAFE Act registration requirements

Nice-to-have

  • Comfortable in a sales role
  • Ability to manage complexity
  • Strong computer skills for multitasking

Key Requirements

  • Bachelor's degree or 1-2 years experience
  • Successful completion of Series 7 exam
  • Successful completion of Series 66 exam
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter