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

Bank of America

Wilmette, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Obtain securities industry essentials license
Pass series 7 and series 66 exams
Comfortable in a sales role
** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Northbrook, IL. This role emphasizes relationship-building, sales skills, and obtaining necessary securities licenses while offering a supportive environment for career development. **

Job Summary

  • This program provides dedicated study time for obtaining essential Securities Industry licenses including SIE, Series 7, and Series 66.
  • Participants will learn foundational skills to acquire, build, and manage client relationships while guiding them through complex financial planning.
  • The role offers industry-leading benefits, access to paid time off, and resources to support sustainable business growth.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program as Financial Solutions Advisor Trainees in Northbrook, IL. This role emphasizes relationship-building, sales skills, and obtaining necessary securities licenses while offering a supportive environment for career development. **

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 Securities Industry Essentials license
  • Pass Series 7 and Series 66 exams
  • Comfortable in a sales role
  • Manage complexity in fast-paced environment

Nice-to-have

  • Strong computer skills with multitasking ability
  • Bachelor's degree or 1-2 years experience
  • Experience assessing client needs
  • Ability to humanize financial interactions

Key Requirements

  • Securities Industry Essentials (SIE) license
  • Series 7 and Series 66 exam completion
  • SAFE Act registration compliance
  • Bachelor's degree preferred

Work Rights

Not specified

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