Advisor Development Program - Financial Solutions Advisor Trainee: Jean Ribaut Square Financial Center

Bank of America (GHR)

Beaufort, USA
Securities industry essentials license
Series 7 license
Series 66 license
Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.
  • The Advisor Development Program provides training and licensing to equip individuals with foundational skills for acquiring, building, and managing client relationships.
  • The program emphasizes an in-office culture, valuing diversity and empowering employees to bring their whole selves to work.

Matching Summary

Merrill Wealth Management specializes in goals-based wealth management, offering investment advice and guidance for individuals, companies, and institutions.

Skills & Requirements

Must-have

  • Securities Industry Essentials license
  • Series 7 license
  • Series 66 license
  • client relationship management
  • sales role confidence

Nice-to-have

  • proactive mindset
  • effective time management
  • results-driven mindset
  • diversity of thought
  • adapt to new technology

Key Requirements

  • Securities Industry Essentials (SIE) Exam
  • Series 7 Exam
  • Series 66 Exam
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter