Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Fort Wayne, IN

Bank of America • Fort Wayne, IN

1d • Onsite

About The Position

Merrill Wealth Management is seeking a Financial Solutions Advisor Trainee for its centralized segment within the Advisor Development Program. This role involves a structured journey starting with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes. Once licensed, the trainee will learn foundational advisor skills, including client acquisition, relationship building, and managing client relationships, while providing holistic financial advice and solutions. Financial Solutions Advisors in this centralized segment are phone-based licensed advisors who offer comprehensive financial guidance, identifying product and service solutions for clients' investment, savings, and liability management needs, and aligning Merrill and Bank of America offerings. The program provides training and guidance to progress into a Merrill Financial Advisor role, where individuals will work with affluent and high net worth clients, identify needs, develop relationships, review investment goals, and prepare recommendations. Successful FSAs typically advance to Merrill Financial Solutions Advisor (MFSA). The Academy supports career development with world-class training, one-on-one coaching, and resources to help build business knowledge and client networks.

Requirements

• Display confidence working in a sales role
• Build strong client relationships through effective communication and collaboration
• Display a proactive mindset and effective time management
• Demonstrate a results-driven mindset and prioritize client interests
• Identify appropriate client solutions through application of learnings and new information
• Apply relevant regulatory due diligence in daily activities and creating long-term client strategies
• Obtain your SIE within 60 days of being hired
• Obtain your Series 7 & 66 within 120 Days (63 & 65 accepted, in lieu of 66)
• Subject to SAFE Act registration requirements, including registering with the federal registry system and submitting to the required SAFE Act background check and registration process

Nice To Haves

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Acquire, build, and manage client relationships
• Consider a client’s complex financial picture and guide them with advice and solutions
• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions
• Demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs
• Align Merrill and Bank of America products and services where appropriate
• Work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations
• Build a successful career at Bank of America through world-class training and on-boarding programs
• Get training and one-on-one coaching from Academy managers
• Grow business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Earn Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66)
• Build network by interacting with banking customers, small business owners and higher net worth clients
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities
• Collaborate with core banking and investment partners to connect clients to all of the solutions
• Manage a portfolio of clients by providing exceptional client care
• Reach wider audiences with greater appeal through robust marketing support
• Deepen skills and optimize practice through ongoing professional development
• Connect with experts including small business consultants, mortgage lenders and investment advisors

Benefits

• Unlimited potential for financial growth
• A strong referral base from across the business through our relationship with one in every two households
• Robust marketing support to reach wider audiences with greater appeal
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors
• World-class training and on-boarding programs that set you up for success
• One-on-one coaching from Academy managers who are invested in your success
• Continuous training and developmental opportunities to help people achieve their goals

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed
• Number of Employees: 5,001-10,000 employees