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

Bank of America (GHR)

San Jose, California, USA
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry licenses
Phone-based licensed advisors
Client relationship management
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, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
  • 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: Eligible

Skills & Requirements

Must-have

  • Securities Industry licenses
  • phone-based licensed advisors
  • client relationship management
  • financial advice and guidance
  • investment and financial markets knowledge

Nice-to-have

  • culture driven
  • resilient
  • results focused
  • effective
  • diversity in thoughts

Key Requirements

  • Obtain SIE within 60 days
  • Obtain Series 7 & 66 within 120 days
  • SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter