Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Columbus, Oh

Bank of America Merrill Lynch

Columbus, OH, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a comprehensive training path including dedicated classes for Securities Industry Essentials, Series 7, and Series 66 exams

Job Summary

  • This role offers a comprehensive training path including dedicated classes for Securities Industry Essentials, Series 7, and Series 66 exams.
  • As a Financial Solutions Advisor, you will provide phone-based holistic financial advice to affluent and high net worth clients.
  • The position includes industry-leading benefits, paid time off, and robust marketing support to help grow your business.

Matching Summary

This role offers a comprehensive training path including dedicated classes for Securities Industry Essentials, Series 7, and Series 66 exams.

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 license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Proactive mindset and time management
  • Results-driven approach to client needs
  • Strong communication and collaboration skills
  • Ability to adapt to new technology
  • Diverse background and perspectives

Key Requirements

  • Bachelor's degree preferred
  • One year financial services or sales experience desired
  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter