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

Bank of America • Fort Wayne, IN

19h • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. They specialize in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their financial aspirations through personal relationships and access to Merrill's investment insights and Bank of America's banking convenience. The company is committed to an in-office culture with specific attendance requirements, while also allowing flexibility based on role-specific considerations. Merrill values diversity and empowers employees to bring their whole selves to work, fostering a culture-driven, resilient, and results-focused work community.

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, and Series 66 Exams) through dedicated and personalized classes. Once licensed, you will learn foundational advisor skills, including acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients with advice and solutions. You will then join the centralized team as a phone-based licensed Financial Solutions Advisor, providing holistic financial advice and guidance, identifying product and service solutions, demonstrating investment knowledge, and aligning Merrill and Bank of America offerings. The program provides necessary training and guidance to progress into the Merrill Financial Advisor role, working with affluent and high net worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations. Upon demonstrating success as an FSA, you typically advance to a Merrill Financial Solutions Advisor (MFSA) within the Advisor Development Program, supported by The Academy with dedicated programs, tools, and resources throughout your career.

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).
• Register with the federal registry system and remain in good standing, as this position is subject to SAFE Act registration requirements.

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 Exams) 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.
• 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 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.
• Use a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• 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.

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 who are invested in your success.
• Dedicated programs, tools and resources throughout your career journey.

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