Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Desert Mountain Merrill Office

Bank of America Merrill Lynch

Not specified; not specified; not specified
In-office with flexibility based on role-specific considerations.
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
The Advisor Development Program at Bank of America Merrill Lynch seeks motivated candidates to train as Financial Solutions Advisors, focusing on comprehensive wealth management. The position involves obtaining necessary securities licenses and developing client relationships to provide tailored financial advice

Job Summary

  • This role is part of the Advisor Development Program where you will obtain necessary securities licenses including SIE, Series 7, and Series 66.
  • As a Financial Solutions Advisor, you will provide phone-based holistic financial advice to clients while identifying broader product and service solutions.
  • The position offers unlimited potential for financial growth with access to a strong referral base from Bank of America's extensive customer network.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America Merrill Lynch seeks motivated candidates to train as Financial Solutions Advisors, focusing on comprehensive wealth management. The position involves obtaining necessary securities licenses and developing client relationships to provide tailored financial advice.

Salary

Not specified; Not specified; Not specified

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 relationship building skills

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Results-driven approach to sales
  • Ability to work with affluent clients

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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