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 within the centralized Advisor Development Program in Greensboro, NC. The role provides phone-based holistic financial guidance to clients, with a licensing path to obtain SIE, Series 7 and Series 66, and progression toward Merrill Financial Advisor. In-office culture with role-specific attendance requirements and licensing training, collaboration with Bank of America and Merrill partners, and exposure to affluent and high-net-worth clients.

Details

Work type
Onsite
Remote eligible
No

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