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

Bank of America

San Francisco, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a comprehensive journey from obtaining securities licenses to becoming a Merrill Financial Solutions Advisor

Job Summary

  • This role offers a comprehensive journey from obtaining securities licenses to becoming a Merrill Financial Solutions Advisor.
  • Advisors will provide holistic financial guidance to affluent and high net worth clients through phone-based interactions.
  • The program includes world-class training, one-on-one coaching, and access to a referral base of one in every two U.S. households.

Matching Summary

This role offers a comprehensive journey from obtaining securities licenses to becoming a Merrill Financial Solutions Advisor.

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

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client portfolio management

Nice-to-have

  • Proactive mindset and time management
  • Results-driven approach to client needs
  • Strong communication and collaboration skills
  • Ability to adapt to new technology
  • Diverse background and perspectives

Key Requirements

  • Bachelor's degree or one year financial services experience
  • SIE license obtained within 60 days
  • Series 7 and 66 licenses obtained within 120 days
  • SAFE Act registration compliance
  • Sales confidence and relationship building skills

Work Rights

Not specified

Tailored Resume

Cover Letter