Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America invites aspiring financial professionals to join its Advisor Development Program as a Financial Solutions Advisor Trainee in Falmouth, Massachusetts. This onsite program blends securities licensing study with hands-on client advisory training within Wealth Management, offering a clear pathway to Merrill Financial Solutions Advisor and core Merrill Financial Advisor roles.

Location

Falmouth, MA – on-site

Compensation

Hourly: $29 – $34

Experience & Education

Minimum 1 year of experience; Bachelor’s degree required

Responsibilities

• Obtain Securities Industry licenses with dedicated study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 exams
• Build foundational advisory skills, including client acquisition, relationship management, and guidance for clients with complex financial needs, while emphasizing human-centered financial interactions
• Start in a financial center delivering Bank of America’s core banking, investment solutions, and client care
• Upon reaching key milestones, transition to the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA) by moving to a local Merrill Wealth Management office and begin cultivating a portfolio of affluent and high net worth clients
• Benefit from The Academy, which provides dedicated programs, tools, and resources to support your career journey

Requirements

• Demonstrates confidence in sales activities
• Builds strong client relationships through effective communication and collaboration
• Exhibits a proactive mindset and solid time management
• Maintains a results-driven approach while prioritizing client interests
• Identifies suitable client solutions by applying new information and learnings
• Applies regulatory due diligence in daily tasks and long-term client strategy development

Shift & Schedule

Shift: 1st shift (United States) | Hours per week: 40