Advisor Development Program - Financial Solutions Advisor Trainee: Moreno Valley Financial Center

Bank of America • Moreno Valley, CA

1d • 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. It 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 their financial goals through personal relationships with advisory teams. The company is committed to an in-office culture with specific attendance requirements, while also offering flexibility. Merrill values diversity and inclusion, fostering a work community that is culture-driven, resilient, results-focused, and effective. This position is subject to SAFE Act registration requirements, including a background check, and failure to maintain registration may result in termination. The role is also subject to restrictions from FDIC, Safe Act, Loan Originators, and FINRA regarding criminal history.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), the journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66 Exams), with dedicated study time provided. Upon licensure, the trainee will learn foundational advisor skills, including acquiring, building, and managing client relationships, analyzing complex financial pictures, and guiding clients with advice and solutions. After reaching key milestones, the trainee will work in a financial center, delivering Bank of America’s core banking, investment solutions, and client care. Successful ADP FSA I individuals typically progress to a Merrill Financial Solutions Advisor (MFSA) role, transitioning to a local Merrill Wealth Management office to 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.

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

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
• 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
• 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 employees
• 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