Advisor Development Program - Financial Solutions Advisor Trainee

Responsibilities

• Obtain Securities Industry licenses through structured study and testing for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams to establish a foundational regulatory footing.
• Develop core advisory capabilities, including building and managing client relationships, evaluating a client’s comprehensive financial picture, and delivering guidance with solutions that help clients pursue their financial goals while maintaining a human approach to interactions.
• Embed in a Bank of America financial center to deliver essential banking services along with investment solutions and high quality client care as part of daily practice.
• Advance through the Advisor Development Program stages, gaining the knowledge, tools, and credentials needed to perform at each progression level.
• As a licensed ADP Financial Solutions Advisor Stage I, transition to the Merrill Financial Solutions Advisor (MFSA) track and begin building a portfolio of affluent and high net worth clients.
• Upon MFSA success, pursue opportunities to grow toward a core Merrill Financial Advisor role, leveraging Academy programs and resources to support ongoing career development.

Requirements

• Confidence to operate effectively in a sales environment and engage clients proactively.
• Ability to establish and nurture strong client relationships through clear communication and collaboration.
• Proactive mindset with strong time management skills to prioritize competing demands.
• Results‑driven orientation with a consistent focus on prioritizing client interests.
• Ability to identify appropriate client solutions by applying knowledge and incorporating new information into the advisory process.
• Application of regulatory due diligence in daily activities to inform long‑term client strategies.
• Bachelor’s degree and/or at least one year of experience in financial services or sales.
• Willingness to learn and adapt to new technology or applications as tools evolve.
• Capability to manage multiple tasks simultaneously in a dynamic environment.