Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan And Madison

Bank of America

Chicago, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This program provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills

Job Summary

  • This program provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills.
  • As a phone-based advisor, you will provide holistic financial guidance to clients by identifying broader product solutions for their investment and savings needs.
  • The role offers unlimited potential for financial growth, access to a strong referral base, and ongoing professional development within a culture that values diversity and responsible growth.

Matching Summary

This program provides a structured path to become a Financial Solutions Advisor through dedicated training on securities licenses and foundational advisory skills.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits, paid time off, and support resources

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Results-driven approach to sales
  • Ability to work with affluent clients

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter