Advisor Development Program - Southwest Florida Coast Financial Solutions Advisor Trainee: Financial Center - Fort Myers, Fl

Bank of America Merrill Lynch

Fort Myers, FL, US
Not specified; not specified; not specified
**
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Comfortable in a sales role
** The Advisor Development Program at Bank of America Merrill Lynch seeks Financial Solutions Advisor Trainees in Fort Myers, FL, aimed at developing skills for managing client relationships and providing comprehensive wealth management solutions. The program emphasizes obtaining necessary securities licenses while fostering a collaborative and diverse work culture. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products specializing in goals-based planning.
  • The program provides dedicated study time for obtaining necessary securities licenses including SIE, Series 7, and Series 66 exams.
  • Successful candidates will progress from an advisor trainee role to managing portfolios of affluent and high net worth clients.

Matching Summary

Match Score: 75

** The Advisor Development Program at Bank of America Merrill Lynch seeks Financial Solutions Advisor Trainees in Fort Myers, FL, aimed at developing skills for managing client relationships and providing comprehensive wealth management solutions. The program emphasizes obtaining necessary securities licenses while fostering a collaborative and diverse work culture. **

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain Securities Industry Essentials license
  • Pass Series 7 and Series 66 exams
  • Comfortable in a sales role
  • Manage complexity in fast-paced environment
  • Thorough with regulatory due diligence

Nice-to-have

  • Strong computer skills for multitasking
  • Ability to adapt to new information quickly
  • Experience assessing client needs
  • Diverse background and unique perspectives
  • Culture driven and resilient mindset

Key Requirements

  • Bachelor's degree or 1-2 years experience
  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 exam completion
  • SAFE Act registration and background check

Work Rights

Not specified

Tailored Resume

Cover Letter