Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Midtown Manhattan

Bank of America (GHR)

New York, New York, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry essentials (sie)
Series 7 and series 66 licenses
Phone-based licensed advisor
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
  • As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses.
  • We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.

Salary

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

Skills & Requirements

Must-have

  • Securities Industry Essentials (SIE)
  • Series 7 and Series 66 licenses
  • Phone-based licensed advisor
  • Client relationship management
  • Financial advice and guidance

Nice-to-have

  • Goals-based wealth management
  • Humanizing financial interactions
  • Culture driven, resilient, results focused
  • Diversity in thoughts and backgrounds

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 Days
  • SAFE Act registration requirements
  • Bachelor’s degree and/or minimum of one year financial services/sales experience

Work Rights

Not specified

Tailored Resume

Cover Letter