Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Harrisburg, PA

Bank of America • Camp Hill, AL

1d • Onsite

About The Position

Merrill Wealth Management is a leading global provider of comprehensive wealth management and investment products and services, specializing in goals-based wealth management. The company emphasizes an in-office culture with flexibility and values diversity. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes. Once licensed, you will learn foundational advisor skills, including acquiring, building, and managing client relationships, and guiding clients with financial advice and solutions. Financial Solutions Advisors in the centralized segment are phone-based licensed advisors who provide holistic financial advice, identify product and service solutions, demonstrate investment knowledge, and align Merrill and Bank of America offerings. The program provides training and guidance to progress into a Merrill Financial Advisor role, working with affluent and high net worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations. Successful FSAs typically advance to Merrill Financial Solutions Advisor (MFSA) within the Advisor Development Program, supported by the Academy with programs, tools, and resources.

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 Securities Industry Essentials (SIE) within 60 days of being hired.
• Obtain your Series 7 & 66 within 120 Days (63 & 65 accepted, in lieu of 66).
• Be subject to SAFE Act registration requirements, including registering with the federal registry system and remaining in good standing.
• Submit 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) 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 to help them live their best financial lives.
• Humanize financial interactions.
• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their 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, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.
• Build a successful career through world-class training and on-boarding programs.
• Receive 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.
• Build a 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 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.
• Engage in ongoing professional development to deepen skills and optimize practice.

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.
• Training and one-on-one coaching from Academy managers.
• Continuous training and developmental opportunities to help people achieve their goals.
• Pay Transparency (link provided).

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