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

Bank of America (GHR)

Boulder, CO, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licenses
Phone-based licensed advisors
Client relationship management
The Advisor Development Program provides comprehensive training and licensing support to become a Financial Solutions Advisor, focusing on building and managing client relationships

Job Summary

  • The Advisor Development Program provides comprehensive training and licensing support to become a Financial Solutions Advisor, focusing on building and managing client relationships.
  • This role involves providing phone-based holistic financial advice, identifying client needs, and aligning Merrill and Bank of America products and services.
  • The program offers unlimited potential for financial growth, a strong referral base, robust marketing support, and ongoing professional development.

Matching Summary

The Advisor Development Program provides comprehensive training and licensing support to become a Financial Solutions Advisor, focusing on building and managing client relationships.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits

Skills & Requirements

Must-have

  • Securities Industry licenses
  • phone-based licensed advisors
  • client relationship management
  • holistic financial advice
  • investment and financial markets knowledge

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • diversity in thoughts
  • proactive mindset

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter