Advisor Development Program - Financial Solutions Advisor Trainee: American Canyon Financial Center

Bank of America Merrill Lynch

American Canyon, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
**
Strong client relationship building skills
Proactive mindset and time management
Results-driven approach to client interests
** The job posting is for a Financial Solutions Advisor Trainee in the Advisor Development Program at Bank of America Merrill Lynch in American Canyon, CA. The role focuses on preparing candidates to build client relationships and manage financial solutions while obtaining necessary securities licenses. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals and institutions.
  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams before transitioning to managing client portfolios.
  • This position offers industry-leading benefits, paid time off, and support resources to contribute to sustainable business growth.

Matching Summary

Match Score: 75

** The job posting is for a Financial Solutions Advisor Trainee in the Advisor Development Program at Bank of America Merrill Lynch in American Canyon, CA. The role focuses on preparing candidates to build client relationships and manage financial solutions while obtaining necessary securities licenses. **

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 and time management
  • Results-driven approach to client interests

Nice-to-have

  • Bachelor's degree in relevant field
  • One year financial services experience
  • Ability to adapt to new technology

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act registration and background check
  • Compliance with FDIC, Safe Act, and FINRA regulations

Work Rights

Not specified

Tailored Resume

Cover Letter