Advisor Development Program - Financial Solutions Advisor Trainee: South Bay Financial Center
Bank of America Merrill Lynch
Dorchester, MA, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Obtain securities industry essentials license
Pass series 7 and series 66 exams
Build strong client relationships
Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the South Bay Financial Center in Dorchester, MA. The role offers comprehensive training in wealth management, emphasizing client relationship building and financial advisory skills
Job Summary
The program provides dedicated study time for obtaining essential securities licenses including SIE, Series 7, and Series 66.
Participants will transition from a banking center role to building a portfolio of affluent and high net worth clients in a Merrill Wealth Management office.
The company offers industry-leading benefits, paid time off, and resources to support sustainable growth and community impact.
Matching Summary
Match Score: 75
Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees at the South Bay Financial Center in Dorchester, MA. The role offers comprehensive training in wealth management, emphasizing client relationship building and financial advisory skills.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Obtain Securities Industry Essentials license
Pass Series 7 and Series 66 exams
Build strong client relationships
Apply regulatory due diligence
Work in-office with specific attendance requirements
Nice-to-have
Proactive mindset and time management
Results-driven approach to client interests
Ability to learn new technology applications
Experience in financial services or sales
Diverse background and unique perspectives
Key Requirements
Bachelor's degree preferred
One year financial services or sales experience preferred