Advisor Development Program Financial Solutions Advisor Trainee Centralized: Greater Houston Champions Office

Bank of America

Houston, Texas, USA
Securities industry licenses
Client relationship management
Financial advice and guidance
Bank of America is seeking the next generation of Financial Advisors through its Advisor Development Program, offering comprehensive training and support to help clients achieve their financial goals

Job Summary

  • Bank of America is seeking the next generation of Financial Advisors through its Advisor Development Program, offering comprehensive training and support to help clients achieve their financial goals.
  • The program includes obtaining essential Securities Industry licenses (SIE, Series 7, Series 66) and developing foundational skills in client acquisition, relationship management, and financial guidance.
  • Upon successful completion of training, trainees will transition into a Financial Solutions Advisor role, with opportunities for career growth within Merrill Wealth Management and potential for unlimited financial growth.

Matching Summary

Bank of America is seeking the next generation of Financial Advisors through its Advisor Development Program, offering comprehensive training and support to help clients achieve their financial goals.

Skills & Requirements

Must-have

  • Securities Industry licenses
  • client relationship management
  • financial advice and guidance
  • sales and relationship building
  • phone-based licensed advisors

Nice-to-have

  • responsible growth and community support
  • diversity and inclusion
  • advancing tools and technology
  • client-first approach

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration required
  • Bachelor's degree or 1-2 years experience

Work Rights

Not specified

Tailored Resume

Cover Letter