Advisor Development Program Financial Solutions Advisor Trainee: Fort Worth East
Bank of America Merrill Lynch
Fort Worth, Texas, United States
Not specified; not specified; not specified
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Register under safe act requirements
The role begins with obtaining necessary securities licenses including SIE, Series 7, and Series 66 through dedicated study time
Job Summary
The role begins with obtaining necessary securities licenses including SIE, Series 7, and Series 66 through dedicated study time.
Participants will learn foundational skills to acquire, build, and manage client relationships while guiding them through complex financial situations.
Successful candidates progress from the Financial Solutions Advisor Stage I to a Merrill Financial Solutions Advisor role working with affluent clients.
Matching Summary
The role begins with obtaining necessary securities licenses including SIE, Series 7, and Series 66 through dedicated study time.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain Securities Industry Essentials license
Pass Series 7 and Series 66 exams
Register under SAFE Act 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 financial service experience
Completion of required securities licensing exams
SAFE Act registration and background check clearance