What’s Bank of America like in terms of their business, the role, and the work culture?

Well, the program is all about helping you become a Financial Solutions Advisor. You’ll start by getting your Securities Industry licenses, like the SIE, Series 7, and Series 66. Once you’re licensed, you’ll learn how to build and manage client relationships and guide them through their financial journeys.

You’ll get a ton of support! They provide dedicated study time for your exams and equip you with the skills you need to succeed as an advisor. Plus, once you’re licensed, you’ll start working in a financial center where you can apply what you’ve learned.

Absolutely! After you show success as a Financial Solutions Advisor Stage I, you can move on to become a Merrill Financial Solutions Advisor. From there, you can keep progressing within the program, with the ultimate goal of becoming a core Merrill Financial Advisor.

They’re looking for people who can set and achieve goals and are comfortable in a sales role. It’s all about finding ways to nurture client relationships and help them with their financial needs.

Yes, since this position involves residential loan mortgage originations, you’ll need to register with the federal registry system and pass a background check. It’s important to maintain that registration to keep your job.