High school diploma or equivalent required; ability to deliver customer-facing service including checkout and loyalty program support; cameras on and no AI tools for virtual interviews; satisfactory background check required.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill Office
Madison, Wisconsin, United States
OnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOEObtain SIE, Series 7 and 66 licenses; build client relationships; apply regulatory due diligence; sales-oriented, strong communication, time management, and results-driven mindset. Bachelor’s or 1+ year financial services/sales experience preferred.
Financial Advisor - Windsor, WI - Market 07, Region 114
Windsor, Wisconsin, United States
$45k-$100k/yrOnsiteFull Time
Edward Jones: Offers investment management and financial planning through local branches.
Ability to build client relationships, obtain required securities and insurance registrations (SIE, Series 7, Series 66, state insurance), comfort with sales/financial services, and commitment to training program; bachelor's degree strongly preferred.