Advisor Development Program - Financial Solutions Advisor Trainee: Moreno Valley Financial Center

Bank of America (GHR)

Moreno Valley, CA, US
Base: $28.85 - $33.65 hourly; bonus/equity: not sp...
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Strong client relationship building skills
Proactive mindset and time management
Results-driven approach to client interests
** Bank of America is seeking candidates for its Advisor Development Program for Financial Solutions Advisors in Moreno Valley, CA. This entry-level position emphasizes building client relationships, obtaining necessary securities licenses, and advancing within the wealth management sector while promoting a culture of diversity and inclusion. **

Job Summary

  • Merrill Wealth Management provides comprehensive wealth management and investment products for individuals and institutions.
  • The program includes dedicated study time for Securities Industry Essentials, Series 7, and Series 66 exams.
  • Employees receive industry-leading benefits including paid time off and resources to support sustainable business growth.

Matching Summary

Match Score: 75

** Bank of America is seeking candidates for its Advisor Development Program for Financial Solutions Advisors in Moreno Valley, CA. This entry-level position emphasizes building client relationships, obtaining necessary securities licenses, and advancing within the wealth management sector while promoting a culture of diversity and inclusion. **

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not specified; Benefits: Eligible for industry-leading benefits and paid time off

Skills & Requirements

Must-have

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

Nice-to-have

  • Bilingual Spanish speaking preferred
  • Adaptability to new technology applications
  • Ability to execute multiple tasks simultaneously

Key Requirements

  • Obtain SIE, Series 7, and Series 66 licenses
  • Bachelor's degree or one year financial services experience
  • Compliance with SAFE Act registration requirements

Work Rights

Not specified

Tailored Resume

Cover Letter