Advisor Development Program Financial Solutions Advisor Trainee: Fort Worth East

Bank of America

Fort Worth, Texas, United States
Not specified; not specified; not specified
Obtain securities industry licenses sie series 7 series 66
Comfortable in sales role nurturing client relationships
Communicate clearly with clients from all walks of life
The program begins with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams with dedicated study time

Job Summary

  • The program begins with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams with dedicated study time.
  • Participants will transition from Bank of America financial centers to Merrill Wealth Management offices to build portfolios for affluent clients.
  • The role requires adherence to SAFE Act registration requirements and maintaining good standing through federal registry checks.

Matching Summary

The program begins with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams with dedicated study time.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses SIE Series 7 Series 66
  • Comfortable in sales role nurturing client relationships
  • Communicate clearly with clients from all walks of life

Nice-to-have

  • Ability to manage complexity and prioritize tasks
  • Likes to learn on feet adapting to new information
  • Thorough and incorporates regulatory due diligence

Key Requirements

  • Bachelor's degree or 1-2 years financial service experience
  • Must obtain and maintain SAFE Act registration
  • Pass background check required for SAFE Act compliance

Work Rights

Not specified

Tailored Resume

Cover Letter