Ghr

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC

Ghr

Greensboro · Posted Jan 21

Finance Onsite
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Financial Solutions Advisor in the centralized Advisor Development Program based in Greensboro, NC. The role includes earning Securities Industry licenses (SIE, Series 7 and Series 66; 63/65 accepted in lieu of 66) and delivering holistic financial advice to clients by phone, with progression toward Merrill Financial Advisor. The Academy provides training, coaching, and cross-functional collaboration with Bank of America and Merrill teams within an in-office culture.

What they are looking for

Sie Series 7 Series 66 Series 63 Series 65

Details

Work type
Onsite
Remote eligible
No

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