Elite Wealth Management Trainee — Licensing & Growth

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Bank of America’s Merrill Wealth Management in Wayzata, MN seeks an EGP Trainee to develop and service FA Team client bases, advance toward licensing and designations, and support the Elite Growth Practice. The role blends marketing, sales development, and portfolio analysis within a regulated framework.

The trainee path includes obtaining Series 7/66 or 63/65, SAFE Act registration, and progressing to Specialist roles based on experience and needs.

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Vacancy posted 1 day ago

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