Advisor Development Program - Financial Solutions Advisor Trainee

This onsite program within Merrill Wealth Management at Bank of America in Philadelphia, PA combines securities licensing with foundational advisory training, offering a clear path to manage a portfolio of affluent clients as a Financial Solutions Advisor Stage I.

Responsibilities

• Obtain Securities Industry licenses by dedicating study time to the SIE, Series 7, and Series 66 exams.
• Develop core advisory capabilities, including attracting and managing client relationships, evaluating complex financial situations, delivering tailored guidance and solutions, and maintaining a human-centered approach to financial conversations.
• Enter a financial center role to provide Bank of America’s core banking services, investment solutions, and client-care practices as milestones are achieved.
• Advance from Advisor Development Program Stage I to Merrill Financial Solutions Advisor, relocating to a local Merrill Wealth Management office and building a portfolio of affluent and high net worth clients.

Requirements

• Demonstrates confidence in a sales-oriented environment.
• Employs effective communication and collaboration to build strong client relationships.
• Shows a proactive mindset with solid time management skills.
• Maintains a results-driven approach and prioritizes client interests.
• Identifies appropriate client solutions by applying new information and existing learnings.
• Applies regulatory due diligence in daily activities to support long-term client strategies.

Shift

1st shift (United States of America)

Hours per week

40 hours per week