Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Westlake Village Merrill Office

Bank of America (GHR)

Westlake Village, California, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain securities industry licenses
Phone-based licensed advisors
Holistic financial advice and guidance
The Advisor Development Program provides comprehensive training and licensing support to become a Financial Solutions Advisor

Job Summary

  • The Advisor Development Program provides comprehensive training and licensing support to become a Financial Solutions Advisor.
  • You will learn to acquire, build, and manage client relationships, providing holistic financial advice and solutions.
  • This role offers unlimited potential for financial growth, a strong referral base, and ongoing professional development.

Matching Summary

The Advisor Development Program provides comprehensive training and licensing support to become a Financial Solutions Advisor.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Phone-based licensed advisors
  • Holistic financial advice and guidance
  • Client relationship development
  • Sales role confidence

Nice-to-have

  • Culture driven, resilient, results focused
  • Reflect, connect to, and meet diverse needs
  • Advancing tools, technology, and ways of working
  • Proactive mindset and effective time management

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements
  • Bachelor's degree and/or 1 year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter