Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center

Bank of America Merrill Lynch

Syracuse, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Securities industry essentials sie license
Series 7 and series 66 exam completion
Strong client relationship building skills
The Advisor Development Program at Bank of America Merrill Lynch seeks a Financial Solutions Advisor Trainee to support clients in achieving their financial goals. The program offers comprehensive training, including obtaining necessary securities licenses, and emphasizes a collaborative, in-office culture that values diversity and client-centric service

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals, companies, and institutions.
  • The program provides dedicated study time for obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams before transitioning to client-facing roles.
  • Employees are eligible for industry-leading benefits, access to paid time off, and resources to support sustainable business growth.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America Merrill Lynch seeks a Financial Solutions Advisor Trainee to support clients in achieving their financial goals. The program offers comprehensive training, including obtaining necessary securities licenses, and emphasizes a collaborative, in-office culture that values diversity and client-centric service.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified (not incentive eligible); Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

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

Nice-to-have

  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Ability to learn new technology applications
  • Experience executing multiple tasks simultaneously
  • Diverse background and unique perspectives

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act registration and background check
  • Bachelor's degree preferred
  • Minimum one year financial services experience preferred

Work Rights

Not specified

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