Aspiring Wealth Advisor: Structured Training & Licensing

Bank of America; Omaha (NE); On-site; USD 40,000 - 47,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking a Financial Solutions Advisor within the Advisor Development Program. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then develop foundational skills to manage client relationships and provide holistic financial guidance.

You will work in a centralized, phone-based advisory role, collaborating with banking and investment partners to align Merrill/MBA solutions to client needs, with growth opportunities

Qualifications

• Displays confidence in a sales role and client-facing activities.
• Builds strong client relationships through effective communication.
• Demonstrates time management and multitasking abilities.
• Applies regulatory due diligence in daily activities and client strategies.

Responsibilities

• Develops relationships with clients to identify needs and goals.
• Offers holistic financial guidance and suitable solutions.
• Collaborates with banking and investment partners to meet client needs.
• Guides clients through products and services across Merrill Wealth Management.
• Maintains ongoing client reviews and presentations with professionalism.

Skills

Sales Skills

Client Relationship Building

Time Management

Regulatory Compliance

Communication

Education

Bachelor's degree

Job description

Bank of America’s Merrill Wealth Management is seeking a Financial Solutions Advisor within the Advisor Development Program. You begin by obtaining Securities Industry licenses (SIE, Series 7, Series 66) and then develop foundational skills to manage client relationships and provide holistic financial guidance.

You will work in a centralized, phone-based advisory role, collaborating with banking and investment partners to align Merrill/MBA solutions to client needs, with growth opportunities