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 provider of comprehensive wealth management and investment products and services. This role is for a Financial Solutions Advisor within the centralized segment of the Advisor Development Program. The journey begins with obtaining Securities Industry licenses, specifically the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams, with dedicated and personalized classes provided. Once licensed, you will be taught foundational advisor skills, including acquiring, building, and managing client relationships, and guiding clients with advice and solutions for their financial lives. As a Financial Solutions Advisor in the centralized segment, you will be a phone-based licensed advisor providing holistic financial advice and guidance, identifying product and service solutions for investment, savings, and liability management. You will demonstrate knowledge of investments and financial markets, apply key principles to client needs, and align Merrill and Bank of America products. The program provides necessary training and guidance to progress into a Merrill Financial Advisor role, where you will work with affluent and high net worth clients, identify needs, develop relationships, review investment goals, and prepare investment recommendations. Successful FSAs typically progress to a Merrill Financial Solutions Advisor (MFSA) role, with support from the Academy through dedicated programs, tools, and resources throughout your career journey.

Requirements

• Obtain your SIE within 60 days of being hired
• Obtain your Series 7 & 66 within 120 Days (Series 63 & 65 accepted, in lieu of 66)
• Displays confidence working in a sales role
• Builds strong client relationships through effective communication and collaboration
• Displays a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
• Subject to SAFE Act registration requirements; must register with the federal registry system and remain in good standing

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
• 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 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 that align with the goals of both existing and prospective clients
• 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 your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time
• Build your 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 of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs
• Manage a portfolio of clients by providing exceptional client care with industry leading products, services, and education
• Apply relevant regulatory due diligence in daily activities and creating long-term client strategies

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
• Competitive benefits to support their physical, emotional, and financial well-being

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