Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Midtown Manhattan

Bank of America

New York, NY, 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 structured path to become a Merrill Financial Advisor with dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams

Job Summary

  • This role offers a structured path to become a Merrill Financial Advisor with dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams.
  • As a centralized Financial Solutions Advisor, you will provide phone-based holistic financial advice to affluent and high net worth clients while leveraging Bank of America's extensive network.
  • The position includes industry-leading benefits, predictable base pay ranging from $28.85 to $33.65 hourly, and robust marketing support to help grow your business.

Matching Summary

This role offers a structured path to become a Merrill Financial Advisor with dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams.

Salary

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

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 relationship building skills

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Results-driven approach to client needs
  • Ability to learn new technology applications

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter