Advisor Development Program Financial Solutions Advisor Trainee Centralized: Houston Galleria

Bank of America (GHR)

Houston, United States
Securities industry essentials (sie)
Series 7 and series 66 licenses
Phone-based licensed advisors
Bank of America is looking for the next generation of Financial Advisors with a passion for growing a long-term career and a drive to make our clients’ financial lives better

Job Summary

  • Bank of America is looking for the next generation of Financial Advisors with a passion for growing a long-term career and a drive to make our clients’ financial lives better.
  • The Advisor Development Program provides comprehensive training from the Academy at Bank of America, including obtaining necessary securities licenses and developing foundational advisor skills.
  • This role offers unlimited potential for financial growth, a strong referral base, ongoing professional development, and opportunities to connect with experts.

Matching Summary

Bank of America is looking for the next generation of Financial Advisors with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Phone-based licensed advisors
  • Client relationship management
  • Consultative approach with clients

Nice-to-have

  • Passion for growing a career
  • Drive to make financial lives better
  • Humanizing financial interactions
  • Collaborate with core banking partners
  • Continuous training and development

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements
  • Bachelor’s degree or 1-2 years experience
  • Experience assessing client needs

Work Rights

Not specified

Tailored Resume

Cover Letter