Advisor Development Program Financial Solutions Advisor Trainee Centralized: San Antonio The Pearl
Bank of America (GHR)
San Antonio, Texas, United States
Not specified; not specified; not specified
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Comfortable in a sales role with prospecting
This role offers a defined path to becoming a Financial Advisor through the award-winning Academy at Bank of America with personalized coaching
Job Summary
This role offers a defined path to becoming a Financial Advisor through the award-winning Academy at Bank of America with personalized coaching.
As a Financial Solutions Advisor, you will provide holistic financial advice via phone to identify broader product and service solutions for clients.
The position includes unlimited potential for financial growth, robust marketing support, and opportunities to connect with experts across banking and investment sectors.
Matching Summary
This role offers a defined path to becoming a Financial Advisor through the award-winning Academy at Bank of America with personalized coaching.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain SIE license within 60 days
Obtain Series 7 and 66 licenses within 120 days
Comfortable in a sales role with prospecting
Ability to manage complexity in fast-paced environment
Strong communication skills for diverse clients
Nice-to-have
Bachelor's degree or 1-2 years financial experience
Experience assessing client needs and recommending solutions
Strong computer skills for multitasking environments
Passion for building long-term client relationships
Interest in affluent and high net worth markets
Key Requirements
SIE license required within 60 days
Series 7 and 66 licenses required within 120 days
SAFE Act registration and background check
Bachelor's degree preferred or equivalent experience