Advisor Development Program - Financial Solutions Advisor Trainee: Lakeshore Financial Center - Bilingual Spanish Preferred

Bank of America Merrill Lynch

Unknown, US
Not specified; not specified; not specified
In-office attendance with some flexibility based on role-specific considerations.
Securities industry essentials sie license
Series 7 and series 66 exam completion
Strong client relationship building skills
The Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees, preferably bilingual in Spanish. This entry-level position focuses on building client relationships and obtaining necessary securities licenses while progressing within the wealth management field

Job Summary

  • This role offers a comprehensive development journey starting with obtaining essential securities licenses including SIE, Series 7, and Series 66.
  • The position focuses on helping clients pursue their life goals through personalized investment advice and guidance within a trusted advisory team.
  • Successful candidates will progress from an entry-level advisor role to managing portfolios of affluent and high net worth clients.

Matching Summary

Match Score: 85

The Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees, preferably bilingual in Spanish. This entry-level position focuses on building client relationships and obtaining necessary securities licenses while progressing within the wealth management field.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Strong client relationship building skills
  • Proactive mindset with effective time management
  • Results-driven approach to client interests

Nice-to-have

  • Bilingual Spanish language proficiency
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Ability to learn new technology applications
  • Experience managing multiple tasks simultaneously

Key Requirements

  • Obtain Securities Industry Essentials (SIE) license
  • Pass Series 7 and Series 66 exams
  • SAFE Act registration and background check
  • Bachelor's degree preferred
  • Minimum one year sales experience preferred

Work Rights

Not specified

Tailored Resume

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