Advisor Development Program - Financial Solutions Advisor Trainee: Vermont-hollywood Financial Center
Bank of America Merrill Lynch
Los Angeles, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Strong client relationship building skills
Proactive mindset and time management
Results-driven approach to client interests
This position offers a comprehensive development journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams
Job Summary
This position offers a comprehensive development journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
The role involves guiding clients through complex financial pictures to help them achieve life goals such as retirement, education, and legacy planning.
Employees are provided with industry-leading benefits, paid time off, and resources to support sustainable business growth and community impact.
Matching Summary
This position offers a comprehensive development journey starting with obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits and paid time off
Skills & Requirements
Must-have
Strong client relationship building skills
Proactive mindset and time management
Results-driven approach to client interests
Nice-to-have
Bilingual Spanish speaking preferred
Adapts quickly to new technology
Ability to execute multiple tasks simultaneously
Key Requirements
Obtain Securities Industry Essentials (SIE) license
Pass Series 7 and Series 66 Exams
Bachelor's degree or one year of experience
SAFE Act registration and background check clearance