Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center

Bank of America

Syracuse, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Strong client relationship building skills
Proactive mindset and time management
Results-driven approach to client interests
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Eastwood Financial Center in Syracuse, NY. This program equips individuals with the necessary licenses and foundational skills to advise clients on wealth management, all within a supportive company culture that values diversity and transparency. **

Job Summary

  • The program provides dedicated study time for obtaining Securities Industry Essentials, Series 7, and Series 66 licenses.
  • Employees will learn foundational skills to acquire, build, and manage client relationships while guiding them through complex financial pictures.
  • The role offers industry-leading benefits, paid time off, and resources to support sustainable business growth and community impact.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the Eastwood Financial Center in Syracuse, NY. This program equips individuals with the necessary licenses and foundational skills to advise clients on wealth management, all within a supportive company culture that values diversity and transparency. **

Salary

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

Skills & Requirements

Must-have

  • Strong client relationship building skills
  • Proactive mindset and time management
  • Results-driven approach to client interests
  • Ability to apply regulatory due diligence

Nice-to-have

  • Confidence working in a sales role
  • Effective communication and collaboration
  • Adaptability to new technology applications
  • Diverse background and unique perspectives

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • Bachelor's degree or one year of financial services experience
  • SAFE Act registration and background check compliance

Work Rights

Not specified

Tailored Resume

Cover Letter