Advisor Development Program Financial Solutions Advisor Trainee Centralized: Meridian, MS.

Bank of America • Meridian, ID

1d • Hybrid

About The Position

At Bank of America, the Advisor Development Program is designed for individuals passionate about building a long-term career and improving clients' financial lives. From day one, participants receive training from the award-winning Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support. The program offers a defined path to becoming an advisor through a multi-stage training process. As a Financial Solutions Advisor within the centralized segment, the journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated classes. Once licensed, individuals are taught foundational advisor skills, such as acquiring, building, and managing client relationships, understanding complex financial situations, and providing advice and solutions. They then join the centralized team as phone-based licensed advisors, offering holistic financial advice and guidance by identifying product and service solutions for investment, savings, and liability management. FSAs demonstrate knowledge of investments and financial markets, applying principles to client needs and aligning Merrill and Bank of America products. The program equips participants to progress into the Merrill Financial Advisor role, working with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. The Academy provides continuous support, tools, and resources throughout the career journey within Merrill Wealth Management.

Requirements

• Passion for growing a long-term career and a drive to make clients’ financial lives better
• Passionate about helping clients reach their financial goals
• Obtain Securities Industry Essentials (SIE) within 60 days of being hired
• Obtain Series 7 and Series 66 within 120 Days of being hired (63 & 65 accepted, in lieu of 66)
• Subject to SAFE Act registration requirements, including registering with the federal registry system and submitting to a background check
• Sets and accomplishes goals, achieving whatever you put your mind to
• Comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
• Communicates clearly and confidently with clients from all walks of life
• Works well with others and collaborates productively to get things done
• Can manage complexity, prioritize tasks and execute in a fast-paced environment
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
• Efficiently manages your time and capacity
• Thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients

Nice To Haves

• Strong computer skills with an ability to multitask in a demanding environment
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships

Responsibilities

• Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 Exams
• 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
• Identify broader product and service solutions that meet investment, savings, and liability management needs
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately 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 client relationships
• Review investment goals
• Prepare investment recommendations that align with the goals of both existing and prospective clients
• Provide end-to-end comprehensive advice
• Deliver client reviews/presentations with confidence
• Recommend strategies to help clients achieve their financial goals and life priorities
• Collaborate with core banking and investment partners
• Connect clients to all of the solutions provided through Bank of America and Merrill
• Manage a portfolio of clients by providing exceptional client care with industry leading products, services, and education
• Incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients

Benefits

• 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
• Opportunity to grow your business knowledge by using a defined consultative approach with clients
• Structured lessons and dedicated study time for Security Industry Essentials (SIE), Series 7 and Series 66 licenses
• Opportunity to build your network by interacting with banking customers, small business owners and higher net worth clients
• Unlimited potential for financial growth
• A strong referral base from across the business through our relationship with one in every two households
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education
• 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
• Continuous training and developmental opportunities to help people achieve their goals
• Competitive benefits to support physical, emotional, and financial well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees