Advisor Development Program - Financial Solutions Advisor Trainee: North Stone Financial Center

Bank of America • Tucson, AZ

2d • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing 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 the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. 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

• 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
• Subject to SAFE Act registration requirements, including background check and registration process. Failure to obtain/maintain registration may result in termination.

Nice To Haves

• Bilingual: Spanish speaking preferred
• 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, including SIE, Series 7 and Series 66 Exams, with dedicated study time.
• Learn foundational skills for advising clients, including acquiring, building, and managing client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Work in a financial center to deliver Bank of America’s core banking and investment solutions and approach to client care.
• Progress through stages of development within the Advisor Development Program (ADP).
• Build a new portfolio of affluent and high net worth clients.
• Progress within ADP with the ultimate aim of becoming a core Merrill Financial Advisor.

Benefits

• Competitive benefits to support physical, emotional, and financial well-being
• Opportunities to learn, grow and make an impact

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree