Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Boulder, Co

Bank of America

Boulder, Colorado, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
On-site
Securities industry essentials (sie)
Series 7 and series 66 licenses
Client relationship management
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Boulder, Colorado. This program focuses on training individuals to provide comprehensive wealth management services while obtaining necessary industry licenses

Job Summary

  • The Advisor Development Program will equip you with the foundational skills needed to be an advisor, from acquiring, building and managing client relationships to guiding them with advice and solutions.
  • You will receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams, with specific deadlines for obtaining these licenses.
  • As a Financial Solutions Advisor in the centralized segment, you can look forward to unlimited potential for financial growth and managing a portfolio of clients by providing exceptional client care.

Matching Summary

Match Score: 85

Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Boulder, Colorado. This program focuses on training individuals to provide comprehensive wealth management services while obtaining necessary industry licenses.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Benefits eligible

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Client relationship management
  • Holistic financial advice
  • Sales role confidence

Nice-to-have

  • Proactive mindset
  • Results-driven mindset
  • Adapt to new technology

Key Requirements

  • Obtain SIE within 60 days of hire
  • Obtain Series 7 & 66 within 120 days
  • Bachelor’s degree and/or minimum of one year financial services or sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter