Advisor Development Program - Financial Solutions Advisor Trainee

Responsibilities

• Secure the SIE, Series 7, and Series 66 licenses with dedicated study time.
• Develop core advisory capabilities, including client acquisition, relationship building, and ongoing relationship management.
• Assess clients’ complex financial situations and provide guidance and solutions to help them achieve their financial goals.
• Foster a human-centered approach to client engagements in financial discussions.
• Begin in a financial center delivering Bank of America core banking services, investment solutions, and a client-care approach.
• Advance to the Merrill Financial Advisor Development Program (ADP FA) after milestones are met as a licensed ADP Financial Solutions Advisor Stage I.
• Move to a local Merrill Wealth Management office and begin building a portfolio of affluent and high net worth clients.
• Continue progression within ADP toward becoming a core Merrill Financial Advisor.
• Access training and resources from The Academy to move through development stages.

Requirements

• Confident in a sales oriented environment.
• Establishes and maintains strong client relationships through clear communication and collaboration.
• Demonstrates a proactive mindset with solid time-management skills.
• Results-oriented and prioritizes clients’ interests.
• Identifies suitable client solutions by applying learned knowledge and new information.
• Applies regulatory due diligence in daily tasks and in forming long-term client strategies.

Role specifics

• As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), begin by earning the SIE, Series 7, and Series 66 licenses with dedicated study time.
• After milestones are reached, work in a financial center delivering Bank of America’s core banking, investment solutions and client care.
• Receive comprehensive support and resources as you progress through the development stages.

Compensation

• Hourly rate: USD 28 - 33 per hour