Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Midtown Manhattan

Merrill Wealth Management

New York, NY, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain series 7 and series 66 licenses
Obtain securities industry essentials sie license
Phone-based licensed advisor role
This program provides dedicated training to obtain necessary securities licenses including SIE, Series 7, and Series 66 within specific timelines

Job Summary

  • This program provides dedicated training to obtain necessary securities licenses including SIE, Series 7, and Series 66 within specific timelines.
  • Financial Solutions Advisors in this centralized segment provide phone-based holistic financial advice to identify investment and savings solutions for clients.
  • The role offers unlimited potential for financial growth, robust marketing support, and opportunities to connect with experts across the Bank of America network.

Matching Summary

This program provides dedicated training to obtain necessary securities licenses including SIE, Series 7, and Series 66 within specific timelines.

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 Series 7 and Series 66 licenses
  • obtain Securities Industry Essentials SIE license
  • phone-based licensed advisor role
  • holistic financial advice delivery
  • client relationship building skills

Nice-to-have

  • proactive mindset and time management
  • results-driven approach to client needs
  • diverse background and perspectives
  • ability to work with affluent clients
  • collaboration with banking partners

Key Requirements

  • SIE license within 60 days
  • Series 7 and 66 licenses within 120 days
  • Bachelor's degree or one year experience
  • SAFE Act registration compliance

Work Rights

Not specified

Tailored Resume

Cover Letter