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

Bank of America • Meridian, ID

1d • Onsite

About The Position

At Bank of America, the Advisor Development Program is designed for the next generation of Financial Advisors who are passionate about a long-term career and improving clients' financial lives. From day one, participants receive training from the Academy at Bank of America, including hands-on practice, personalized coaching, and dedicated support. As a Financial Solutions Advisor within the centralized segment of this program, your journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated 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 Financial Solutions Advisor, providing 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 key principles to client needs and aligning Merrill and Bank of America products. The program provides everything needed 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. The Academy offers continuous support, tools, and resources throughout your career journey within Merrill Wealth Management. This position is subject to SAFE Act registration requirements, necessitating registration with the federal registry system and a background check.

Requirements

• Obtain your Security Industry Essentials (SIE) within 60 days of being hired.
• Obtain your Series 7 & Series 66 licenses within 120 Days of being hired (63 & 65 accepted, in lieu of 66).
• SAFE Act registration requirements.
• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is 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.
• Is 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 (SIE, Series 7, and Series 66).
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Provide phone-based holistic financial advice and guidance.
• Identify broader product and service solutions that meet clients' investment, savings, and liability management solutions.
• Demonstrate knowledge of investments and financial markets and apply key principles appropriately to the individual client's investment needs.
• Align Merrill and Bank of America products and services where appropriate.
• Work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.
• Build a successful career at Bank of America through world-class training and on-boarding programs.
• Use a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Interact 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.
• Manage a portfolio of clients by providing exceptional client care.
• 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.
• 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.

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