Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - San Francisco Merrill Office

Bank of America Merrill Lynch

San Francisco, 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 sales
The role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) and providing holistic financial advice to clients

Job Summary

  • The role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) and providing holistic financial advice to clients.
  • Employees will work with affluent and high net worth clients to identify needs and develop investment strategies aligned with their goals.
  • The position offers unlimited potential for financial growth, robust marketing support, and ongoing professional development through a defined training path.

Matching Summary

The role involves obtaining Securities Industry licenses (SIE, Series 7, Series 66) and providing holistic financial advice to clients.

Salary

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

Nice-to-have

  • Ability to learn new technology quickly
  • Experience in financial services or sales
  • Diverse background and perspectives

Key Requirements

  • Obtain SIE license within 60 days of hire
  • Obtain Series 7 and Series 66 licenses within 120 days
  • Bachelor's degree preferred or one year of experience

Work Rights

Not specified

Tailored Resume

Cover Letter