Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI
On-siteBloomfield Hills, Michigan, United States
Job Summary
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 60 and 120 days of hiring, respectively. Acquire, build, and manage client relationships by identifying needs, developing partnerships, and delivering comprehensive financial advice for affluent and high-net-worth individuals. Provide end-to-end investment guidance, review goals, and recommend strategies aligned with client life priorities while collaborating with core banking and investment partners. Deliver client reviews and presentations confidently to meet virtually all financial needs through integrated Bank of America and Merrill solutions.
Required Qualifications
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66)
- Must obtain your SIE within 60 days of being hired
- Must obtain your Series 7 & 66 within 120 Days
Desired Qualifications
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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