Advisor Development Program - Financial Solutions Advisor Trainee: South Bay Financial Center

Bank of America (GHR)

Dorchester, MA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Strong client relationship building skills
Proactive mindset with effective time management
Results-driven approach prioritizing client interests
Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the South Bay Financial Center in Dorchester, MA. This role involves obtaining securities industry licenses and developing foundational skills to manage client relationships in wealth management

Job Summary

  • Merrill Wealth Management offers a comprehensive Advisor Development Program focused on goals-based wealth management for individuals and institutions.
  • Participants receive dedicated study time to obtain Securities Industry Essentials, Series 7, and Series 66 licenses before managing client relationships.
  • The role provides industry-leading benefits, paid time off, and resources to support sustainable business growth and community impact.

Matching Summary

Match Score: 85

Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the South Bay Financial Center in Dorchester, MA. This role involves obtaining securities industry licenses and developing foundational skills to manage client relationships in wealth management.

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 with effective time management
  • Results-driven approach prioritizing client interests

Nice-to-have

  • Bachelor's degree in relevant field
  • One year of financial services or sales experience
  • Ability to learn new technology applications quickly

Key Requirements

  • Obtain SIE, Series 7, and Series 66 securities licenses
  • Bachelor's degree preferred
  • SAFE Act registration compliance required

Work Rights

Not specified

Tailored Resume

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