Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Charlotte, NC
GhrCharlotte · Posted Aug 31
Advisor Development Program Financial Solutions Advisor Trainee (Centralized) based in Charlotte, NC. The role begins by obtaining securities licenses (SIE, Series 7, Series 66) through dedicated training, then transitions to centralized, phone-based advisory duties. It offers a defined career path toward Merrill Financial Advisor with extensive in-house training, licensing, and collaboration with Bank of America and Merrill teams in an in-office environment.
Details
- Work type
- Onsite
- Remote eligible
- No
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