Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Grand Junction, Co

Bank of America Merrill Lynch

Grand Junction, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in Grand Junction, CO. The role focuses on providing comprehensive wealth management services and requires obtaining necessary securities licenses while building client relationships

Job Summary

  • This role offers a structured path to become a Merrill Financial Advisor through dedicated training on securities licenses and foundational advisory skills.
  • As a centralized Financial Solutions Advisor, you will provide phone-based holistic financial advice to affluent and high net worth clients.
  • The position includes industry-leading benefits, predictable pay, and robust marketing support to help build a successful career in wealth management.

Matching Summary

Match Score: 85

Bank of America Merrill Lynch is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in Grand Junction, CO. The role focuses on providing comprehensive wealth management services and requires obtaining necessary securities licenses while building client relationships.

Salary

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

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 relationship building skills

Nice-to-have

  • Bachelor's degree preferred
  • One year financial services experience
  • Proactive mindset and time management
  • Results-driven approach to sales
  • Adaptability to new technology

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree or one year experience (Desired)
  • Sales confidence and communication skills

Work Rights

Not specified

Tailored Resume

Cover Letter