Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Saratoga Springs Office
Core
Phone-based licensed advisor providing holistic financial advice and guidance to affluent and high net worth clients, identifying needs and preparing investment recommendations.
Role type
Financial Solutions Advisor Trainee (Centralized)
Builds
Client relationships and investment strategies aligned with client goals
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
Technologies
Bank of America and Merrill investment platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses; acquire and manage client relationships; review investment goals; prepare investment recommendations; collaborate with core banking and investment partners
Seniority
Entry-level, structured training program