Advisor Development Program - Financial Solutions Advisor Trainee

The Advisor Development Program within Merrill Wealth Management offers an entry path for aspiring financial professionals to earn securities licenses, build foundational advisory skills, and advance toward roles as Merrill Financial Solutions Advisor and Merrill Financial Advisor, delivering Bank of America core banking and investment solutions to clients.

Location

La Plata, MD onsite

Compensation

USD 29 - 34 per hour

Responsibilities

• As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), begin by attaining Securities Industry licenses, with dedicated study time for the Securities Industry Essentials (SIE), Series 7, and Series 66 examinations.
• After licensing, learn the foundational skills to be an advisor, including acquiring, building and managing client relationships, evaluating a client’s comprehensive financial picture, and guiding them with advice and solutions to help them pursue their financial goals while humanizing interactions.
• Upon reaching milestones, operate within a financial center to deliver Bank of America core banking and investment solutions and a client-centered approach to service.
• The program provides the resources and training needed as you progress through the development stages.
• Demonstrate success as a licensed ADP Financial Solutions Advisor Stage I and typically advance to the next ADP stage as a Merrill Financial Solutions Advisor (MFSA).
• In the MFSA role, transition to a local Merrill Wealth Management office and begin building a portfolio of affluent and high net worth clients while applying the skills learned in ADP.
• Successful MFSA progression offers opportunities to continue advancing within ADP with the ultimate aim of becoming a core Merrill Financial Advisor.
• The Academy will support your career journey with dedicated programs, tools and resources along the way.

Requirements

• Displays confidence in a sales environment
• Builds strong client relationships through effective communication and collaboration
• Exhibits a proactive mindset and effective time management
• Maintains a results-driven mindset with a focus on client interests
• Identifies suitable client solutions by applying learnings and new information
• Applies regulatory due diligence in daily activities and in shaping long-term client strategies

Shift

1st shift (United States of America)

Hours per Week

40