Advisor Development Program - Financial Solutions Advisor Trainee (centralized): Dayton, Oh

Bank of America Merrill Lynch

Dayton, Ohio, United States
Not specified; not specified; not specified
In-office
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
The Advisor Development Program at Bank of America Merrill Lynch seeks a Financial Solutions Advisor Trainee in Dayton, Ohio. This position involves obtaining necessary securities licenses while providing clients with comprehensive financial advice and guidance, aiming to foster long-term relationships

Job Summary

  • This role offers a comprehensive training path to become a Merrill Financial Advisor while obtaining necessary securities licenses.
  • Advisors will provide phone-based holistic financial advice to identify investment, savings, and liability management solutions for clients.
  • The program includes dedicated coaching, access to a referral base of one in two U.S. households, and opportunities to work with high net worth clients.

Matching Summary

Match Score: 85

The Advisor Development Program at Bank of America Merrill Lynch seeks a Financial Solutions Advisor Trainee in Dayton, Ohio. This position involves obtaining necessary securities licenses while providing clients with comprehensive financial advice and guidance, aiming to foster long-term relationships.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Obtain SIE license within 60 days
  • Obtain Series 7 and 66 licenses within 120 days
  • Phone-based licensed advisor role
  • Holistic financial advice delivery
  • Client relationship building skills

Nice-to-have

  • Bachelor's degree in finance or related field
  • One year of financial services experience
  • Proactive mindset and time management
  • Results-driven approach to client needs
  • Ability to work with affluent clients

Key Requirements

  • SIE license required within 60 days
  • Series 7 and 66 licenses required within 120 days
  • SAFE Act registration compliance
  • Bachelor's degree preferred
  • Sales or financial services experience preferred

Work Rights

Not specified

Tailored Resume

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