Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Lexington, Ky Merrill Office
Bank of America (GHR)
Lexington, KY, US
Not specified; not specified; not specified
Obtain sie series 7 and series 66 licenses
Phone-based licensed financial advisor role
Holistic financial advice and guidance delivery
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment advice
Job Summary
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment advice.
Participants will obtain necessary securities licenses including SIE, Series 7, and Series 66 while learning foundational skills for managing client relationships and complex financial pictures.
The role provides unlimited potential for financial growth with access to a strong referral base from Bank of America's extensive household network.
Matching Summary
Merrill Wealth Management offers a comprehensive Advisor Development Program designed to train individuals in goals-based wealth management and investment advice.
Salary
Not specified; Not specified; Not specified
Skills & Requirements
Must-have
Obtain SIE Series 7 and Series 66 licenses
Phone-based licensed financial advisor role
Holistic financial advice and guidance delivery
Nice-to-have
Proactive mindset and effective time management
Strong client relationship building skills
Results-driven approach to client interests
Key Requirements
SIE license within 60 days of hire
Series 7 and Series 66 licenses within 120 days
Bachelor's degree or one year financial services experience