5 program advisor jobs at 3 companies in Utica, NY
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Merrill Advisor Development Program - Financial Advisor: NY Capital/Central NY Market
Albany or Syracuse or Poughkeepsie or Saratoga Springs
$80k-$90k/yrOnsiteFull Time
Bank of AmericaNYSE: BAC: Provides global banking, investing, and financial risk management services.
1+ YOESeries 7 and 66 (or 63/65), minimum 1 year financial services or sales experience, investment product knowledge, strong interpersonal and prospecting skills, Microsoft and Salesforce proficiency, SAFE Act registration required for mortgage origination.
High school diploma or equivalent; ability to deliver high-touch customer service at checkout, support loyalty programs, and pass a satisfactory background check.
High school diploma or equivalent; deliver high-touch athlete experience at checkout and with loyalty programs; must pass background and ID verification; cameras required for virtual interviews.
High school diploma or equivalent; provide exceptional customer service, guide checkout and loyalty program enrollment; cameras on for virtual interviews; satisfactory background check and ID verification required.
10+ YOEBachelor's degree required; FINRA Series 7, 9, 10 (or 63/65) required; 10+ years in financial services; strong leadership, communication, and collaboration skills; experience leading a large complex; knowledge of advisor recruitment, practice management, and compensation models.