Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): White Plains Office
$60,008–$69,992 year
On-siteWhite Plains, New York, United States
Job Summary
Conduct phone-based licensed advisory services for affluent and high net worth clients by identifying needs, developing relationships, and preparing investment recommendations aligned with their financial goals. Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 60 and 120 days of hire, respectively, while collaborating with core banking and investment partners to deliver end-to-end comprehensive advice. Review client portfolios and present strategies to help clients achieve life priorities, leveraging the Bank of America and Merrill Wealth Management product suite. Manage a portfolio of clients through industry-leading education and marketing support, progressing from Financial Solutions Advisor to Merrill Financial Solutions Advisor upon demonstrating success.
Required Qualifications
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66)
- Must obtain your SIE within 60 days of being hired
- Must obtain your Series 7 & 66 within 120 Days
- Register with the federal registry system and remain in good standing under the SAFE Act
- Submit to the required SAFE Act background check and registration process
Desired Qualifications
- Bachelor's degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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