Bank of America-posted 9 months ago
Full-time • Entry Level
Richardson, TX
Credit Intermediation and Related Activities

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.

  • Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
  • Learn foundational skills to be an advisor, including client relationship management.
  • Guide clients with financial advice and solutions.
  • Work in a financial center delivering banking and investment solutions.
  • Progress through stages of development within the Advisor Development Program.
  • Sets and accomplishes goals.
  • Comfortable in a sales role and nurturing client relationships.
  • Clear and confident communication with clients.
  • Collaborates productively with others.
  • Manages complexity and prioritizes tasks in a fast-paced environment.
  • Adapts to new information and seeks solutions for clients.
  • Efficient time and capacity management.
  • Incorporates regulatory due diligence into strategies.
  • Strong computer skills and ability to multitask.
  • Bachelor's degree or 1-2 years of experience in financial services or sales.
  • Experience in assessing client needs and building relationships.
  • Bi-lingual Spanish.
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