Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Grand Junction, CO

Bank of America • Grand Junction, CO

1d • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role is part of the centralized segment of the Advisor Development Program, where the journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated classes. 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. Financial Solutions Advisors in the centralized segment are phone-based licensed advisors who provide holistic financial advice and guidance, identifying product and service solutions for investment, savings, and liability management. They demonstrate knowledge of investments and financial markets, applying principles appropriate to client needs and aligning Merrill and Bank of America products. The program provides training and guidance to progress into a Merrill Financial Advisor role, working with affluent and high net worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations. Successful FSAs typically advance to a Merrill Financial Solutions Advisor (MFSA) role, with ongoing support from The Academy through dedicated programs, tools, and resources.

Requirements

• Obtain your Security Industry Essentials (SIE) within 60 days of being hired.
• Obtain your Series 7 & 66 within 120 Days (63 & 65 accepted, in lieu of 66).
• Display confidence working in a sales role.
• Build strong client relationships through effective communication and collaboration.
• Display a proactive mindset and effective time management.
• Demonstrate a results-driven mindset and prioritize client interests.
• Identify appropriate client solutions through application of learnings and new information.
• Apply relevant regulatory due diligence in daily activities and creating long-term client strategies.
• Register with the federal registry system and remain in good standing (pursuant to SAFE Act requirements for residential loan mortgage originations).
• 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 (SIE, Series 7, Series 66).
• Acquire, build, and manage client relationships.
• Consider a client’s complex financial picture and guide them with advice and solutions.
• Humanize financial interactions.
• Provide clients with holistic financial advice and guidance.
• Identify broader product and service solutions that meet investment, savings, and liability management needs.
• Demonstrate knowledge of investments and financial markets and apply key principles appropriate to individual client's investment needs.
• Align Merrill and Bank of America products and services where appropriate.
• Work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to all solutions provided through Bank of America and Merrill.
• Manage a portfolio of clients by providing exceptional client care.
• Utilize robust marketing support to reach wider audiences.
• Engage in ongoing professional development to deepen skills and optimize practice.
• Connect with experts including small business consultants, mortgage lenders and investment advisors.

Benefits

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Robust marketing support to reach wider audiences with greater appeal.
• Ongoing professional development to deepen your skills and optimize your practice.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
• World-class training and on-boarding programs.
• Training and one-on-one coaching from Academy managers.
• Industry-leading benefits.
• Access to paid time off.
• Resources and support to employees.

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