Wealth Advisor Trainee: License Path & Client Growth

Bank of America

Sioux Falls, SD

JOB DETAILS
SKILLS
Banking Services, Financial Planning, High Net Worth, Series 66, Series 7
LOCATION
Sioux Falls, SD
POSTED
1 day ago

Bank of America is seeking an Advisor Development Program Financial Solutions Advisor in the centralized segment. The role trains in obtaining SIE, Series 7 and Series 66 licenses and progresses through a defined path toward Merrill Financial Advisor.It combines advisory skills with product expertise to serve affluent and high net worth clients. You'll join a phone-based licensed advisory team, delivering holistic advice and coordinating with core banking and investment partners to meet client#J-18808-Ljbffr

About the Company

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Bank of America