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
Earn Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 120 days of hiring through dedicated classes. Provide holistic financial advice to affluent and high-net-worth clients by identifying needs, developing relationships, and preparing investment recommendations aligned with their goals. Manage a portfolio of clients by delivering reviews and presentations while collaborating with core banking and investment partners. Leverage Bank of America's extensive network to grow your business and connect clients to comprehensive solutions. Work in the centralized segment of the Advisor Development Program to progress toward a Merrill Financial Advisor role.
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) though structured lessons and dedicated study time
- You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role
- Register with the federal registry system and remain in good standing (SAFE Act registration)
- 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
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.