Advisor Development Program - Financial Solutions Advisor Trainee - Elmhurst North Financial Center

Bank of America • Elmhurst, IL

99d • $28 - $32

About The Position

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor - from acquiring, building and managing client relationships to considering a client's complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America's core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you've learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Comfortable in a sales role, nurturing strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively.
• Manages complexity, prioritizes tasks, and executes in a fast-paced environment.
• Adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Incorporates relevant regulatory due diligence into daily tasks and long-term strategies.

Nice To Haves

• Strong computer skills with the ability to multitask in a demanding environment.
• A bachelor's degree or 1-2 years' experience in the financial service industry or sales environment.
• Experience assessing client needs and building/managing client relationships.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Acquire, build, and manage client relationships.
• Guide clients with advice and solutions for their financial needs.
• Deliver Bank of America's core banking and investment solutions.
• Progress through the stages of development within the Advisor Development Program.

Benefits

• Industry-leading benefits.
• Access to paid time off.
• Resources and support to make a genuine impact.

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree