Advisor Development Program - Financial Solutions Advisor Trainee: Vermont-hollywood Financial Center

Bank of America (GHR)

Los Angeles, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry essentials sie license
Series 7 and series 66 exam completion
Strong client relationship building skills
Merrill Wealth Management offers a comprehensive development program for aspiring advisors to build relationships and guide clients toward their financial goals

Job Summary

  • Merrill Wealth Management offers a comprehensive development program for aspiring advisors to build relationships and guide clients toward their financial goals.
  • Participants will obtain essential Securities Industry licenses including SIE, Series 7, and Series 66 while learning foundational advisory skills.
  • The role provides industry-leading benefits, paid time off, and access to resources supporting sustainable business growth and community impact.

Matching Summary

Merrill Wealth Management offers a comprehensive development program for aspiring advisors to build relationships and guide clients toward their financial goals.

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
  • Strong client relationship building skills
  • Proactive mindset with effective time management
  • Results-driven approach to client interests

Nice-to-have

  • Bilingual Spanish speaking capability
  • Bachelor's degree in relevant field
  • One year financial services or sales experience
  • Ability to learn new technology applications
  • Experience executing multiple tasks simultaneously

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • SAFE Act registration and background check compliance
  • Adherence to FDIC, Safe Act, Loan Originators, and FINRA regulations
  • Bachelor's degree preferred
  • Minimum one year of financial services or sales experience preferred

Work Rights

Not specified

Tailored Resume

Cover Letter