Wealth Advisor Apprenticeship: Licenses, Training & Growth

Bank of America; Town of Charlotte (NY); On-site; USD 60,000 - 90,000; Full time

Job summary

Bank of America’s Merrill Wealth Management is seeking an Advisor Development Program Financial Solutions Advisor Stage I. The program trains you to obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn to acquire, build and manage client relationships within wealth management and banking solutions.

You will start in an office-based setting with structured progression to MFSA and beyond, progressing toward becoming a core Merrill Financial Advisor.

Qualifications

• Sets and accomplishes goals and meets targets.
• Sales-focused with ability to nurture client relationships.
• Communicates clearly with clients from diverse backgrounds.
• Collaborates effectively with colleagues.
• Manages complexity and prioritizes tasks in a fast-paced environment.
• Learns quickly and seeks solutions for clients.
• Excellent time management and capacity planning.
• Performs regulatory due diligence in daily tasks.
• Bilingual Spanish required for this location.

Responsibilities

• Acquire, build and manage client relationships to meet financial goals.
• Assist clients with comprehensive wealth management and banking solutions.
• Progress through ADP stages toward MFSA and beyond.
• Adhere to SAFE Act registration and background checks.
• Attend in-office and attendance requirements as specified.

Skills

Goal setting & achievement

Sales relationship building

Clear communication

Team collaboration

Prioritize & execute

Adaptability & problem solving

Time management

Regulatory due diligence

Spanish bilingual

Education

Bachelor's degree

1-2 years financial services / sales experience

Job description

Bank of America’s Merrill Wealth Management is seeking an Advisor Development Program Financial Solutions Advisor Stage I. The program trains you to obtain Securities Industry licenses (SIE, Series 7, Series 66) and learn to acquire, build and manage client relationships within wealth management and banking solutions.

You will start in an office-based setting with structured progression to MFSA and beyond, progressing toward becoming a core Merrill Financial Advisor.