Advisor Development Program - Financial Solutions Advisor Trainee: Lakeshore Financial Center - Bilingual Spanish Preferred

Bank of America • Gainesville, FL

1d • Onsite

About The Position

Merrill Wealth Management is a leading global provider of comprehensive wealth management and investment products and services, specializing in goals-based wealth management for individuals, companies, and institutions. Merrill's Financial Advisors and Wealth Management Client Associates build personal relationships with clients, offering investment advice and guidance for life goals like retirement, education, and legacy planning, backed by Merrill's insights and Bank of America's banking convenience. The company is committed to an in-office culture with flexibility based on role-specific considerations and values diversity. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), the role begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated study. Post-licensing, the individual will learn foundational advisor skills, including client acquisition, relationship management, and providing advice and solutions for complex financial pictures. After achieving key milestones, the ADP FSA I will work in a financial center, delivering Bank of America's core banking and investment solutions. Successful ADP FSA I individuals typically advance to a Merrill Financial Solutions Advisor (MFSA) role, transitioning to a local Merrill Wealth Management office to build a portfolio of affluent and high net worth clients. The ultimate career progression within ADP is to become a core Merrill Financial Advisor, with ongoing support from The Academy. This position is subject to SAFE Act registration requirements, including background checks, and failure to maintain registration may result in termination.

Requirements

• 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

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
• Bilingual Spanish Preferred

Responsibilities

• Obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams)
• Acquiring, building and managing client relationships
• Considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives
• Humanizing financial interactions
• Working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care
• Building a new portfolio of affluent and high net worth clients (as a Merrill Financial Solutions Advisor)

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