Related Posts
Please,needs a referral to Novartis. Thank you
More Posts
Average bonus for ppl in this group?
Additional Posts in Financial Advisors
Best technology to use that LPL has?
Who uses a free CRM? Pros? Cons?
Signs someone is not cut out for this industry?
What mutual fund companies you use most
Do you dress up to go into the office?
New to Fishbowl?
unlock all discussions on Fishbowl.



I interviewed out of collage to a similar program at ameritrade. It was basically a program to get you licensed, then you were on the desk for advisory for clients that were under the NW limitations for actual advisory business. After that they shipped you off to an office in need of a Jr advisor
Just started out as a Financial Solutions Advisor trainee as a part of the ADP last month.
Depending on if you have your SIE or not(which I recommend you get before you start at BoFA) you’ll spend the first few months studying for your SIE, 7, and 66.
After you’re verified you’ll enter a branch as an FSA where you’ll have to meet your sales targets for a few months until you’re moved to a Merrill office to start building your book of business. Hope this is helpful.