Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC
GhrGreensboro · Posted Jan 21
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
Details
- Work type
- Onsite
- Remote eligible
- No
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