Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office
Core
Phone-based licensed advisor providing holistic financial advice and guidance to affluent and high net worth clients on investment, savings, and liability management solutions.
Role type
Financial Solutions Advisor Trainee (Centralized)
Builds
Client relationships and investment recommendations aligned with client goals
Domain
Wealth Management / Financial Services
Deliverable
client delivery
Required skills
Securities licensing (SIE, Series 7, Series 66), client relationship building, regulatory due diligence, consultative sales approach, portfolio management
Preferred skills
Bachelor's degree, 1+ years in financial services or sales, adaptability to new technology, multitasking
Technologies
Bank of America and Merrill product platforms
Responsibilities
Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 60-120 days; identify client needs and develop relationships; review investment goals and prepare recommendations; align Merrill and Bank of America products to meet client needs; collaborate with core banking and investment partners.
Seniority
Entry-level, structured training program