Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Westlake Village Merrill Office
Bank of America
Westlake Village, 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 to become a Financial Solutions Advisor through dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams
Job Summary
This role offers a comprehensive journey to become a Financial Solutions Advisor through dedicated training on Securities Industry Essentials, Series 7, and Series 66 exams.
As a phone-based licensed advisor, you will provide holistic financial advice to affluent and high net worth clients by identifying their broader product and service solutions.
The position includes robust marketing support, ongoing professional development, and the opportunity to build a network leveraging Bank of America's relationship with one out of two U.S. households.
Matching Summary
This role offers a comprehensive journey to become a Financial Solutions Advisor through 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 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 needs identification and solution alignment
Nice-to-have
Bachelor's degree in finance or related field
One year of financial services experience
Proactive mindset with effective time management
Results-driven approach to client interests
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
Minimum one year financial services experience preferred