Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Greenville, Sc Merrill Office
Bank of America
Greenville, SC, USA
On-site
Securities industry essentials (sie) license
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 Greenville, SC. This role focuses on providing comprehensive financial advice and guidance while emphasizing personal relationships with clients, and requires obtaining specific industry licenses
Job Summary
Obtain Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training and study time.
Develop foundational skills in acquiring, building, and managing client relationships to provide comprehensive financial advice.
Receive world-class training, one-on-one coaching, and ongoing professional development to build a successful career in wealth management.
Matching Summary
Match Score: 85
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Greenville, SC. This role focuses on providing comprehensive financial advice and guidance while emphasizing personal relationships with clients, and requires obtaining specific industry licenses.
Skills & Requirements
Must-have
Securities Industry Essentials (SIE) license
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
Execute multiple tasks
Key Requirements
Obtain SIE within 60 days of hire
Obtain Series 7 & 66 within 120 days
Bachelor's degree and/or 1 year financial services/sales experience (desired)