Advisor Development Program - Financial Solutions Advisor Trainee - 82nd And Johnson Creek Financial Center
Bank of America
Portland, USA
On-site
Securities industry licenses (sie, series 7, series 66)
Client relationship management
Sales and client acquisition
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
As an Advisor Development Program Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses and learn foundational skills to acquire, build, and manage client relationships.
The program supports career progression with dedicated programs, tools, and resources, aiming for you to become a core Merrill Financial Advisor.
Matching Summary
Merrill Wealth Management provides comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Skills & Requirements
Must-have
Securities Industry licenses (SIE, Series 7, Series 66)
Client relationship management
Sales and client acquisition
Financial planning guidance
Adaptability to new information
Time and capacity management
Nice-to-have
Bilingual Spanish preferred
Strong computer skills
Assessing client needs
Identifying/recommending solutions
Key Requirements
Securities Industry Essentials (SIE) exam
Series 7 exam
Series 66 exam
SAFE Act registration requirements
Bachelor's degree or 1-2 years of financial services/sales experience