Advisor Development Program - Financial Solutions Advisor Trainee - Glenview-lake And Waukegan Financial Center

Bank of America (GHR)

Glenview, IL, United States
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain securities industry licenses
Pass series 7 and series 66 exams
Complete safe act registration
** Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Glenview, IL. The program provides comprehensive training and support for individuals to become licensed financial advisors, focusing on building client relationships and delivering tailored financial solutions. **

Job Summary

  • This program provides dedicated study time to obtain necessary securities licenses including SIE, Series 7, and Series 66.
  • Participants will learn foundational skills for acquiring and managing client relationships while guiding them through complex financial planning.
  • The role offers industry-leading benefits, paid time off, and access to resources supporting sustainable business growth.

Matching Summary

Match Score: 75

** Merrill Wealth Management is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Glenview, IL. The program provides comprehensive training and support for individuals to become licensed financial advisors, focusing on building client relationships and delivering tailored financial solutions. **

Salary

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

Skills & Requirements

Must-have

  • Obtain Securities Industry licenses
  • Pass Series 7 and Series 66 exams
  • Complete SAFE Act registration

Nice-to-have

  • Comfortable in a sales role
  • Strong computer skills
  • Bachelor's degree preferred

Key Requirements

  • Securities licenses (SIE, Series 7, Series 66)
  • SAFE Act registration compliance
  • Bachelor's degree or 1-2 years experience

Work Rights

Not specified

Tailored Resume

Cover Letter