Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Westlake Village Merrill Office

Bank of America Merrill Lynch

Westlake Village, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain sie, series 7, and series 66 licenses within specified timelines
Phone-based licensed advisor providing holistic financial advice
Build strong client relationships through effective communication
** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Westlake Village, CA. This role involves obtaining financial industry licenses and developing skills to provide holistic financial advice to clients, with a focus on relationship building and client needs. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products for individuals and institutions.
  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 before transitioning to a phone-based Financial Solutions Advisor position.
  • Employees receive world-class training, one-on-one coaching, and access to a referral base from Bank of America's extensive household network.

Matching Summary

Match Score: 75

** Bank of America Merrill Lynch is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Westlake Village, CA. This role involves obtaining financial industry licenses and developing skills to provide holistic financial advice to clients, with a focus on relationship building and client needs. **

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, Series 7, and Series 66 licenses within specified timelines
  • Phone-based licensed advisor providing holistic financial advice
  • Build strong client relationships through effective communication

Nice-to-have

  • Bachelor's degree or one year of financial services experience
  • Proactive mindset with effective time management skills
  • Ability to learn and adapt to new technology applications

Key Requirements

  • SIE license within 60 days of hire
  • Series 7 and Series 66 licenses within 120 days of hire
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • One year financial services or sales experience preferred

Work Rights

Not specified

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