Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Schaumburg, Il

Bank of America Merrill Lynch

Schaumburg, IL, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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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 Financial Solutions Advisor Trainees in Schaumburg, IL, to provide comprehensive wealth management services. Ideal candidates will possess a proactive mindset, strong communication skills, and a background in financial services or sales. **

Job Summary

  • This role offers a structured development path to become a Merrill Financial Advisor through dedicated training on securities licenses and client advisory skills.
  • Financial Solutions Advisors provide phone-based holistic financial advice, identifying investment and savings solutions for affluent and high net worth clients.
  • The position includes industry-leading benefits, paid time off, and robust marketing support to help advisors grow their business from a strong referral base.

Matching Summary

Match Score: 75

** The Advisor Development Program at Bank of America Merrill Lynch seeks Financial Solutions Advisor Trainees in Schaumburg, IL, to provide comprehensive wealth management services. Ideal candidates will possess a proactive mindset, strong communication skills, and a background in financial services or sales. **

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

  • 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 relevant field
  • One year financial services experience
  • Proactive mindset and time management
  • Results-driven approach to sales
  • Ability to work with high net worth 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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