Wealth Advisor Trainee: Licensing & Client Impact

Bank of America; Boise (ID); On-site; USD 82,656,000 - 96,432,000; Full time

Job summary

Bank of America’s Merrill Wealth Management division seeks a Financial Solutions Advisor within the centralized Advisor Development Program. You start by pursuing SIE, Series 7 and Series 66 licenses and progress toward a Merrill Financial Advisor role, delivering holistic advice to clients and connecting them with Wealth Management and banking solutions.

Role emphasizes building client relationships, meeting needs with suitable investment and liability solutions, and collaborating with banking

Qualifications

• Bachelor's degree or 1 year of financial services experience.
• Bachelor's degree or equivalent in finance, business, or related field preferred.
• Willingness to obtain SIE, Series 7 and Series 66 licenses within required timelines.

Skills

Sales skills

Client relationships

Time management

Results driven

Regulatory due diligence

Education

Bachelor's degree or 1 year in financial services

Job description

Bank of America’s Merrill Wealth Management division seeks a Financial Solutions Advisor within the centralized Advisor Development Program. You start by pursuing SIE, Series 7 and Series 66 licenses and progress toward a Merrill Financial Advisor role, delivering holistic advice to clients and connecting them with Wealth Management and banking solutions.

Role emphasizes building client relationships, meeting needs with suitable investment and liability solutions, and collaborating with banking