Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy, and consent to receive emails from Rise
Jobs / Job page
Advisor Development Program - Financial Solutions Advisor Trainee: Aurora West Financial Center - Fluent in Spanish image - Rise Careers
Job details

Advisor Development Program - Financial Solutions Advisor Trainee: Aurora West Financial Center - Fluent in Spanish

Job Description:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
 

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

 

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

 

Required skills:

  • Sets and accomplishes goals, achieving whatever you put your mind to.
  • Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
  • Communicates clearly and confidently with clients from all walks of life.
  • Works well with others and collaborates productively to get things done.
  • Can manage complexity, prioritize tasks and execute in a fast-paced environment.
  • Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
  • Efficiently manages your time and capacity.
  • Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.
  • Fluency in English and Spanish is required.


Desired skills:

  • Strong computer skills with an ability to multitask in a demanding environment.
  • A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
  • Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Pay Transparency details

US - IL - Aurora - 2390 W Indian Trl (IL2218)

Pay and benefits information

Pay range

$28.80 - $32.00 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay

This role is compensated with a base salary and is not incentive eligible.

Benefits

This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Average salary estimate

$63200 / YEARLY (est.)
min
max
$59840K
$66560K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

Similar Jobs

Lead the Tucker Financial Center team at Bank of America, ensuring an exceptional client experience and operational success.

Support affluent clients and develop your advisory career as a Merrill Financial Solutions Advisor in Cincinnati, Ohio.

Photo of the Rise User
American Express Hybrid New York, New York, United States
Posted 13 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Lead pricing strategy and analysis for key merchant relationships at American Express, driving profitable growth through innovative pricing solutions and strong team leadership.

Photo of the Rise User
Posted 7 days ago

Analyze and optimize physician compensation plans within a healthcare setting to support organizational goals and compliance.

Photo of the Rise User
American Express Hybrid New York, New York, United States
Posted 11 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Lead operational risk governance within American Express GMNS to ensure effective control management and regulatory compliance.

Photo of the Rise User
Posted 4 days ago

Kaseya is looking for an Associate Director of Strategic Finance – GTM to drive financial strategy and performance for customer-facing service teams within a dynamic SaaS company.

Photo of the Rise User

Transaction Manager role focused on Seniors Housing financing, supporting loan execution for agency and non-agency products at Grandbridge Real Estate Capital in Dallas, TX.

Photo of the Rise User
Posted 13 days ago
Inclusive & Diverse
Rise from Within
Mission Driven
Diversity of Opinions
Work/Life Harmony

This role involves managing completeness controls within Citi’s ARA framework to support accurate ledger-to-bank reconciliations and drive process improvements in balance sheet management.

Posted 9 days ago

Experienced International Tax Manager needed to lead tax activities for On Location's FIFA World Cup 2026 legal entities across North America.

Photo of the Rise User
RS&H Hybrid UNAVAILABLE
Posted 2 days ago

RS&H is looking for a detail-oriented Payroll Specialist to efficiently handle payroll operations and ensure compliance within a dynamic, employee-owned firm.

Photo of the Rise User
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Contribute to American Express's finance technology modernization as a Financial Analyst managing strategic projects and partnerships.

Photo of the Rise User
Posted 13 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Lead pricing strategy and competitive intelligence efforts at American Express to optimize revenue and shape the future of merchant pricing on a global scale.

Photo of the Rise User
Rho Hybrid New York City
Posted 9 days ago

Lead fraud risk strategy and mitigation initiatives at Rho, a pioneering fintech platform supporting business financial operations.

Photo of the Rise User
American Express Hybrid New York, New York, United States
Posted 12 days ago
Inclusive & Diverse
Empathetic
Collaboration over Competition
Growth & Learning
Transparent & Candid
Medical Insurance
Dental Insurance
Mental Health Resources
Life insurance
Disability Insurance
Child Care stipend
Employee Resource Groups
Learning & Development

Lead strategic pricing initiatives at American Express as Director, Pricing, driving merchant revenue growth through data-driven strategy and team leadership.

ngc Hybrid United States-Mississippi-Iuka
Posted 3 days ago

Northrop Grumman is hiring a Manufacturing Analyst to manage financial and schedule controls supporting manufacturing projects in Iuka, MS.

MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
HQ LOCATION
No info
EMPLOYMENT TYPE
Full-time, on-site
DATE POSTED
April 17, 2025

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!
LATEST ACTIVITY