Advisor Development Program - Financial Solutions Advisor Trainee: South Bay Financial Center

Bank of America • Dorchester, WI

1d • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. Merrill specializes 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 their financial goals through personal relationships with their advisory teams. The company emphasizes trust through transparency and provides access to Merrill's investment insights and Bank of America's banking convenience. Merrill is committed to an in-office culture with specific attendance requirements, while also allowing for appropriate flexibility. The company values diversity and inclusion, fostering a culture-driven, resilient, results-focused, and effective work community.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66 Exams), with dedicated study time provided. 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 to help them achieve their financial lives, all while humanizing financial interactions. After reaching key milestones, you will work in a financial center, delivering Bank of America's core banking, investment solutions, and client care approach. Upon demonstrating success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress to the next stage as a Merrill Financial Solutions Advisor (MFSA), transitioning to a local Merrill Wealth Management office to build a new portfolio of affluent and high net worth clients. Successful MFSAs have the opportunity to further progress within ADP, aiming to become a core Merrill Financial Advisor. The Academy provides dedicated programs, tools, and resources throughout this career journey.

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
• Required to register and to submit to the required SAFE Act background check and registration process

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

Responsibilities

• Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 Exams
• Acquire, build, and manage client relationships
• Consider a client’s complex financial picture
• Guide clients with advice and solutions to help them live their best financial lives
• Humanize financial interactions
• Deliver Bank of America’s core banking, investment solutions, and approach to client care (once licensed and in a financial center)
• Build a new portfolio of affluent and high net worth clients (as a Merrill Financial Solutions Advisor)

Benefits

• Industry-leading benefits
• Access to paid time off
• Resources and support to our employees
• Competitive benefits to support their physical, emotional, and financial well-being

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