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

Bank of America • Grand Junction, CO

1d • $29 - $34 • Onsite

About The Position

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Advisor Development Program offers a path to become a Financial Solutions Advisor (FSA) within the centralized segment. This journey begins with obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated classes. Once licensed, trainees learn foundational advisor skills, including acquiring, building, and managing client relationships, and guiding clients with financial advice and solutions. As a phone-based licensed advisor, FSAs provide holistic financial advice, identify product and service solutions, demonstrate knowledge of investments and financial markets, and align 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, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Successful FSAs typically progress to Merrill Financial Solutions Advisor (MFSA). The Academy supports career development with programs, tools, and resources, offering world-class training, one-on-one coaching, and opportunities to grow business knowledge using a consultative approach. The role involves providing end-to-end comprehensive advice, delivering client reviews, recommending strategies, and collaborating with banking and investment partners to meet clients' financial needs.

Requirements

• Obtain your Securities 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, submitting 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
• Learn and adapt to new technology or applications
• Execute multiple tasks simultaneously

Responsibilities

• Acquire, build, and manage client relationships
• Consider clients’ complex financial pictures and guide them with advice and solutions to help them live their best financial lives, humanizing financial interactions
• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions
• Demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs
• Align Merrill and Bank of America products and services where appropriate
• Work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients
• Use a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• 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 to connect clients to all of the solutions provided through Bank of America and Merrill
• Manage a portfolio of clients by providing exceptional client care with industry leading products, services, and education

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 as the industry evolves and changes
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors
• Predictable pay (base salary)
• Access to paid time off
• Industry-leading benefits
• Competitive benefits to support 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