Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center
Bank of America (GHR)
Syracuse, NY, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Securities industry essentials [sie] license
Series 7 license
Series 66 license
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions
Job Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Matching Summary
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions.
Salary
Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible
Skills & Requirements
Must-have
Securities Industry Essentials [SIE] license
Series 7 license
Series 66 license
client relationship management
financial planning advice
Nice-to-have
proactive mindset
effective time management
results-driven mindset
humanizing financial interactions
diversity in thoughts and backgrounds
Key Requirements
Securities Industry licenses
SAFE Act registration requirements
minimum of one year of financial services industry or sales experience