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 provider of comprehensive wealth management and investment products and services. This role, Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), is an entry point into a career as a Financial Advisor. The journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66 Exams), with dedicated study time provided. Once licensed, the trainee will learn foundational advisor skills, including acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients with advice and solutions. The role involves humanizing financial interactions and, after key milestones, working in a financial center to deliver Bank of America’s core banking and investment solutions. Successful ADP FSA I individuals typically progress to a Merrill Financial Solutions Advisor (MFSA) role in a local Merrill Wealth Management office, where they build a portfolio of affluent and high net worth clients. The ultimate goal is to become a core Merrill Financial Advisor, with support from The Academy throughout the career journey. This position requires SAFE Act registration, including a background check, and failure to maintain registration may result in termination. Merrill is committed to an in-office culture with specific attendance requirements, while also offering appropriate flexibility.

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
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
Bilingual Spanish Preferred

Responsibilities

Obtain Securities Industry licenses (Securities Industry Essentials [SIE], Series 7 and Series 66 Exams)
Acquire, build and manage client relationships
Consider a client’s complex financial picture and guide them with advice and solutions
Humanize financial interactions
Deliver Bank of America’s core banking, investment solutions and approach to client care (once working in a financial center)
Build a new portfolio of affluent and high net worth clients (as a Merrill Financial Solutions Advisor)
Register with the federal registry system and remain in good standing pursuant to SAFE Act requirements