Job Description :

This is Sumitha from Libsys Inc.

Please go through the job description and let me know your interest.

Job Title: Financial Advisor Development Program

Location: El Segundo, CA

Duration: Full Time

Client: Bank of America

Job Description:

Candidates for this role will have a history of high achievement demonstrated by a proven record of rapid advancement in exceeding goals and outperforming peers.  The ideal candidate has applicable sales experience or has worked in a professional or entrepreneurial setting.

Success Skills and Attributes:

The ideal candidate will bring to the role a broad network of contacts and relationships along with the ability to develop a strong sales pipeline through prospecting, telemarketing and relationship building skills. 

Other success attributes candidates possess are:

Ability to influence people
Entrepreneurial and self-motivated to succeed
Perseverance and resilience
Confident and engaging presence
Concise, inspiring communication
Client focus mentality
High professional standards and integrity


The ideal candidate will have at minimum a Bachelor’s degree.

The following licenses/designations are preferred:

Series 7 and 66  licensed - The PMD curriculum assists candidates from outside the wealth management industry to prepare for and complete licensing requirements for both
Chartered Financial Analyst (CFA)
Certified Financial Planner (CFP)