Advisor Development Program - Financial Solutions Advisor Trainee: Moreno Valley Financial Center

Bank of America Merrill Lynch

Moreno Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain securities industry licenses
Pass series 7 and series 66 exams
Build strong client relationships
** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Moreno Valley, CA. The program offers comprehensive training in wealth management, including obtaining necessary licenses and developing client relationship skills, while emphasizing a culture of diversity and in-office collaboration. **

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products for individuals and institutions.
  • The role involves obtaining securities licenses and learning foundational skills to guide clients through complex financial situations.
  • Employees are eligible for industry-leading benefits including paid time off and resources to support sustainable business growth.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Moreno Valley, CA. The program offers comprehensive training in wealth management, including obtaining necessary licenses and developing client relationship skills, while emphasizing a culture of diversity and in-office collaboration. **

Salary

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

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Pass Series 7 and Series 66 exams
  • Build strong client relationships
  • Apply regulatory due diligence
  • Work in-office culture

Nice-to-have

  • Bilingual Spanish speaking preferred
  • Proactive mindset and time management
  • Results-driven approach to client interests
  • Adaptability to new technology
  • Diverse background and perspectives

Key Requirements

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 exam completion
  • SAFE Act registration and background check
  • Bachelor's degree or one year experience
  • Compliance with FINRA and FDIC regulations

Work Rights

Not specified

Tailored Resume

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