Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Grand Junction, CO

Bank of America • Grand Junction, CO

1d • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role is for a Financial Solutions Advisor within the centralized segment of the Advisor Development Program. The program begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated and personalized classes. Once licensed, trainees will learn foundational advisor skills, including acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients with advice and solutions to help them achieve their financial goals. Financial Solutions Advisors in the centralized segment are phone-based licensed advisors who provide holistic financial advice and guidance, identifying broader product and service solutions for investment, savings, and liability management. They demonstrate knowledge of investments and financial markets, apply key principles to individual client investment needs, and align Merrill and Bank of America products and services. The program provides necessary training and guidance through a defined path to become a Merrill Financial Advisor, offering opportunities to work with affluent and high net worth clients, identify needs, develop relationships, review investment goals, and prepare investment recommendations. Successful FSAs typically progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). The Academy supports participants with dedicated programs, tools, and resources throughout their career journey, helping them build a successful career through world-class training, one-on-one coaching, and business knowledge development using a consultative approach.

Requirements

• Obtain your Securities Industry Essentials (SIE) within 60 days of being hired.
• Obtain your Series 7 & Series 66 within 120 Days (63 & 65 accepted, in lieu of 66).
• 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.
• Be 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, and Series 66) through structured lessons and dedicated study time.
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Provide clients with holistic financial advice and guidance.
• Identify broader product and service solutions that meet clients' investment, savings, and liability management needs.
• Demonstrate knowledge of investments and financial markets and apply key principles appropriate to 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.
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
• Build a successful career through world-class training and on-boarding programs.
• Utilize a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• 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.
• Connect clients to all solutions provided through Bank of America and Merrill to meet virtually all of their financial needs.
• 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.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
• Predictable pay (base salary and not incentive eligible).
• Industry-leading benefits.
• Access to paid time off.
• Resources and support to our employees.

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