Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Colorado Springs, CO
Core
Phone-based licensed financial advisor trainee providing holistic investment, savings, and liability management solutions to affluent and high net worth clients.
Role type
Financial Solutions Advisor Trainee (Centralized)
Builds
Client relationships and financial strategies aligned with client goals using Bank of America and Merrill products.
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Securities licensing (SIE, Series 7, Series 66), client relationship building, investment knowledge, regulatory due diligence, consultative sales approach
Preferred skills
Bachelor's degree, financial services or sales experience, adaptability to new technology, multitasking
Technologies
Bank of America and Merrill investment platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; identify client needs and develop relationships; review investment goals and prepare recommendations; align Merrill and Bank of America products to client needs; collaborate with core banking and investment partners.
Seniority
Entry-level, structured training program