Training and Development

Training and Development Finance Jobs

2 jobs found

1mo ago

Advisor Development Program - Financial Solutions Advisor Trainee

Bank of America La Plata, MD

La Plata, MD

1mo ago Closed

$29 - $34/hr Full time Advisor Advisor Development Banking

This position is no longer accepting applications (closed Aug 2, 2026).

Job Description

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

View full job page →

2mo ago

Finance Development Manager

Fph Mag Management Llc Golden Valley, MN

Golden Valley, MN

2mo ago Closed

$150k - $190k/yr Full time Manager Automotive Finance Dealer Finance

This position is no longer accepting applications (closed Jun 10, 2026).

Job Description

The Finance Development Manager role leads profitability and development of the Finance function across the organization, overseeing finance training, employee development, and alignment with senior leadership at FPH MAG MANAGEMENT LLC.

Location

Golden Valley, MN (onsite)

Salary

USD 150,000 - 190,000 per yearly

Responsibilities

Drive the profitability of the Finance function by designing and implementing enterprise wide and in-store training programs.
Lead the Individual Development Plans for high-potential employees to maintain a ready bench for promotion.
Collaborate with the Group Finance Director to set consistent organizational goals and ensure store-level standards are met.
Provide consultative support to the General Manager on F&I department performance and partner with the executive team to align strategies with long-term goals.
Work with Finance staff to deepen understanding of lender programs, differing lender buying requirements, and methods to maximize profitability.
Actively participate in recruiting and developing bench talent to support Finance operations.
Deliver daily reports on store visits, identifying opportunities, outlining training plans, and detailing strategy for improvement.
Ensure Finance staff comply with privacy and disclosure standards, while staying informed of new legal issues affecting the role of Finance.
Complete and analyze reporting to identify opportunities, acknowledge successes, and establish priorities.
Model behaviors consistent with the company’s executive expectations in interactions with customers, colleagues, subordinates, and vendors.
Maintain professionalism and confidentiality when handling company financials and employee matters.

Requirements

Strong understanding of dealership operations with 10+ years in automotive management, F&I leadership, and/or consulting experience.
Proven track record of success in an Automotive Finance Department, with emphasis on employee development and legal compliance.
Proficient in Dealer Management Systems including CDK, Darwin, and RouteOne.
Proficient in operating a personal computer with Microsoft Office including Outlook, Excel, and Word.

Technologies

CDK
Darwin
RouteOne
Microsoft Office
Outlook
Excel
Word

Benefits

Industry-leading 401(k) and Roth IRA programs with a 4% company match
Full medical coverage through BCBS with their biggest network
HSA and Copay plan options to fit your needs
Comprehensive dental and vision coverage
PTO accrual starting at 2 weeks
Free life insurance for all employees
AD&D, short- and long-term disability coverage, and voluntary life insurance
Flexible spending plans
Some benefits are offered to full-time employees only

View full job page →

Training and Development Finance Jobs

Advisor Development Program - Financial Solutions Advisor Trainee

Finance Development Manager

Get Training and Development Finance Jobs alerts