Advisor Development Program - Financial Solutions Advisor Trainee (centralized) - Boulder, Co

Bank of America (GHR)

Boulder, CO, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
Obtain sie license within 60 days
Obtain series 7 and 66 licenses within 120 days
Phone-based licensed advisor role
This role offers a structured path to become a Merrill Financial Advisor with dedicated training on securities licenses and foundational advisory skills

Job Summary

  • This role offers a structured path to become a Merrill Financial Advisor with dedicated training on securities licenses and foundational advisory skills.
  • Financial Solutions Advisors provide phone-based holistic financial advice to affluent and high net worth clients while leveraging Bank of America's extensive product suite.
  • The position includes industry-leading benefits, predictable pay, and robust marketing support to help advisors build a successful career.

Matching Summary

This role offers a structured path to become a Merrill Financial Advisor with dedicated training on securities licenses and foundational advisory skills.

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 portfolio management

Nice-to-have

  • Proactive mindset and time management
  • Results-driven approach to client interests
  • Strong communication and collaboration skills
  • Ability to learn new technology quickly
  • Experience in financial services or sales

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter