Advisor Development Program - Financial Solutions Advisor Trainee - Northbrook Financial Center

Bank of America Merrill Lynch

Wilmette, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain securities industry licenses sie series 7 series 66
Comfortable in a sales role nurturing client relationships
Communicate clearly with clients from all walks of life
** The Advisor Development Program for Financial Solutions Advisor Trainee at Bank of America Merrill Lynch focuses on developing new financial advisors through a structured training program that includes obtaining necessary licenses and building client relationships. This role emphasizes a commitment to in-office attendance and collaboration while fostering a diverse and inclusive work culture. **

Job Summary

  • Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products specializing in goals-based planning.
  • The program provides dedicated study time for obtaining necessary securities licenses including SIE, Series 7, and Series 66 exams.
  • This role offers industry-leading benefits, access to paid time off, and resources to support sustainable business growth.

Matching Summary

Match Score: 75

** The Advisor Development Program for Financial Solutions Advisor Trainee at Bank of America Merrill Lynch focuses on developing new financial advisors through a structured training program that includes obtaining necessary licenses and building client relationships. This role emphasizes a commitment to in-office attendance and collaboration while fostering a diverse and inclusive work culture. **

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 Securities Industry licenses SIE Series 7 Series 66
  • Comfortable in a sales role nurturing client relationships
  • Communicate clearly with clients from all walks of life

Nice-to-have

  • Ability to adapt to new information quickly
  • Thorough incorporation of regulatory due diligence
  • Strong computer skills for multitasking

Key Requirements

  • Bachelor's degree or 1-2 years financial service experience
  • Successful completion of SIE, Series 7, and Series 66 exams
  • Registration under the SAFE Act requirements

Work Rights

Not specified

Tailored Resume

Cover Letter