Financial Advisor Training Program - Providence, RI - Bank of America Corp. - Providence - Providence

Company Name:

Bank of America Corp.

In preparation for the assessment, the Financial Advisor Trainee studies a variety of topics and may participate in developmental activities in the areas including but not limited to: Merrill Lynch strategy, products & services, wealth management process, desk top technology, marketing consultative sales skills and investment financial planning knowledge
* Performance Requirements: A Financial Advisor Trainee is expected to meet the performance and development requirements of the PMD Program and transition to a full Financial Advisor at the conclusion of the PMD Program.
* Must possess 3 or more years of sales experience with a proven record of exceeding goals
* Outbound sales experiences required
* Possess excellent communication skills, both written and verbal
* Proven relationship building and business partnering skills
* Passion to grow your current financial knowledge to share with others
* Candidate must be self-motivated and proactive
* Bachelor's degree or higher strongly preferred
Industry Experience :
* Active Series 6 or Series 7 license preferred
* 6 months in a Series 6 or 7 sales role preferred
* Proven successful financial product sales experience preferred
* Strong financial acumen required
* Track record of success
* Clean U-4 and U-5 history, if licensed

Professional designations/licenses:
* Candidates may apply without Series 7, 66 and insurance licenses, but must achieve all required licenses within 13 weeks of accepting this position.