Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Princeton, Nj

Bank of America

Princeton, NJ, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie series 7 and series 66 licenses within 120 days
Phone-based licensed advisor role in centralized segment
Proactive mindset with effective time management skills
Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The program offers dedicated training to obtain Securities Industry Essentials, Series 7, and Series 66 licenses while building foundational advisory skills.
  • Employees receive industry-leading benefits, paid time off, and robust marketing support to help clients achieve their financial goals.

Matching Summary

Merrill Wealth Management provides comprehensive wealth management and investment products for individuals, companies, and institutions.

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

  • obtain SIE Series 7 and Series 66 licenses within 120 days
  • phone-based licensed advisor role in centralized segment
  • proactive mindset with effective time management skills

Nice-to-have

  • Bachelor's degree or one year financial services experience
  • ability to learn and adapt to new technology applications
  • strong referral base leveraging Bank of America relationships

Key Requirements

  • Obtain SIE license within 60 days of hire
  • Obtain Series 7 and Series 66 licenses within 120 days
  • Subject to SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter