Advisor Development Program Financial Solutions Advisor Trainee: Fort Worth East

Bank of America • Fort Worth, TX

2d • Onsite

About The Position

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will be taught the foundational skills necessary to be an advisor, covering client acquisition, relationship building and management, and guiding clients with financial advice and solutions. You will learn to consider a client’s complex financial picture to help them achieve their best financial lives, 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. 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). In this role, you will transition 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, with the ultimate goal of becoming a core Merrill Financial Advisor. The Academy provides dedicated programs, tools, and resources throughout this career journey. This position requires SAFE Act registration, including a background check, and failure to maintain registration may result in termination.

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients
• Communicates clearly and confidently with clients from all walks of life
• Works well with others and collaborates productively to get things done
• Can manage complexity, prioritize tasks and execute in a fast-paced environment
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients
• Efficiently manages your time and capacity
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients

Nice To Haves

• Strong computer skills with an ability to multitask in a demanding environment
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships

Responsibilities

• Obtain Securities Industry licenses (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
• Deliver Bank of America’s core banking, investment solutions, and client care in a financial center
• Build a new portfolio of affluent and high net worth clients (in subsequent program stages)
• Incorporate relevant regulatory due diligence into daily tasks and long-term strategies for clients

Benefits

• Commitment to being an inclusive workplace
• Attracting and developing exceptional talent
• Supporting teammates’ physical, emotional, and financial wellness
• Recognizing and rewarding performance
• Making an impact in the communities we serve

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 5,001-10,000 employees