Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Columbus, Oh

Bank of America (GHR)

Columbus, OH, US
Base: $28.85 - $33.65 hourly; bonus/equity: not in...
Obtain sie, series 7, and series 66 licenses within specified timelines
Phone-based licensed advisor providing holistic financial advice
Identify client needs and develop investment recommendations
This role offers a comprehensive training path to become a Merrill Financial Advisor while obtaining necessary securities licenses

Job Summary

  • This role offers a comprehensive training path to become a Merrill Financial Advisor while obtaining necessary securities licenses.
  • As a centralized Financial Solutions Advisor, you will provide phone-based holistic financial advice to clients across various life goals.
  • The position includes industry-leading benefits, paid time off, and robust marketing support to help grow your business.

Matching Summary

This role offers a comprehensive training path to become a Merrill Financial Advisor while obtaining necessary securities licenses.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not incentive eligible; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Obtain SIE, Series 7, and Series 66 licenses within specified timelines
  • Phone-based licensed advisor providing holistic financial advice
  • Identify client needs and develop investment recommendations

Nice-to-have

  • Proactive mindset with effective time management skills
  • Strong referral base from Bank of America household relationships
  • Ability to work with affluent and high net worth clients

Key Requirements

  • Bachelor's degree or one year of financial services/sales experience
  • Must obtain SIE license within 60 days of hire
  • Must obtain Series 7 and Series 66 licenses within 120 days of hire

Work Rights

Not specified

Tailored Resume

Cover Letter