Advisor Development Program - Financial Solutions Advisor Trainee: Plainview Financial Center

Bank of America

Plainview, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
In-office
Securities industry essentials sie license
Series 7 and series 66 exam completion
Proactive mindset with effective time management
The Bank of America is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees, based in Plainview, NY. This role emphasizes building client relationships, obtaining necessary financial licenses, and developing skills to guide clients in their financial journeys

Job Summary

  • The role involves obtaining Securities Industry licenses including SIE, Series 7, and Series 66 exams as part of the development journey.
  • Employees will learn foundational skills for acquiring, building, and managing client relationships while guiding them through complex financial pictures.
  • The position offers industry-leading benefits, access to paid time off, and resources to support sustainable business growth.

Matching Summary

Match Score: 85

The Bank of America is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees, based in Plainview, NY. This role emphasizes building client relationships, obtaining necessary financial licenses, and developing skills to guide clients in their financial journeys.

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

  • Securities Industry Essentials SIE license
  • Series 7 and Series 66 exam completion
  • Proactive mindset with effective time management
  • Results-driven approach prioritizing client interests
  • Ability to build strong client relationships

Nice-to-have

  • Bachelor's degree in relevant field
  • One year of financial services or sales experience
  • Adaptability to new technology applications
  • Experience executing multiple tasks simultaneously
  • Diverse background and unique perspectives

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • Subject to SAFE Act registration requirements
  • Pass required SAFE Act background check
  • Bachelor's degree preferred
  • Minimum one year financial services experience preferred

Work Rights

Not specified

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