Advisor Development Program - Financial Solutions Advisor Trainee - Chicago - Michigan And Madison

Bank of America Merrill Lynch

Chicago, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie, series 7, and series 66 licenses within 120 days
Phone-based licensed advisor role in centralized segment
Provide holistic financial advice to affluent clients
This program provides a defined path to become a Merrill Financial Advisor through world-class training and on-boarding

Job Summary

  • This program provides a defined path to become a Merrill Financial Advisor through world-class training and on-boarding.
  • Participants will obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses as a mandatory requirement for the role.
  • The role offers unlimited potential for financial growth with a strong referral base from Bank of America's extensive household network.

Matching Summary

This program provides a defined path to become a Merrill Financial Advisor through world-class training and on-boarding.

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Industry-leading benefits and paid time off included

Skills & Requirements

Must-have

  • Obtain SIE, Series 7, and Series 66 licenses within 120 days
  • Phone-based licensed advisor role in centralized segment
  • Provide holistic financial advice to affluent clients

Nice-to-have

  • Bachelor's degree or one year of sales experience
  • Proactive mindset with effective time management
  • Ability to learn new technology applications quickly

Key Requirements

  • SIE license within 60 days of hire
  • Series 7 and Series 66 licenses within 120 days
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter