Advisor Development Program Financial Solutions Advisor Trainee: Fort Worth East

Bank of America • Fort Worth, TX

23h • Onsite

About The Position

At Bank of America, the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) role begins with obtaining Securities Industry licenses, including dedicated study time for the Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. Upon licensure, the trainee will learn foundational advisor skills such as acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients with advice and solutions to improve their financial lives. After achieving key milestones, the ADP FSA I will work in a financial center, delivering Bank of America’s core banking and investment solutions. Successful ADP FSA I individuals typically progress to the Merrill Financial Solutions Advisor (MFSA) stage, 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. This position requires SAFE Act registration, including a background check, and failure to maintain registration may result in termination. Bank of America is committed to an inclusive, in-office culture that supports teammates' well-being and offers opportunities for growth and impact.

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to
• Is comfortable in a sales role
• 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
• Subject to SAFE Act registration requirements, including background check and maintaining good standing

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 (Securities Industry Essentials [SIE], Series 7, and Series 66 Exams)
• Acquire, build, and manage client relationships
• Consider a client’s complex financial picture
• Guide clients with advice and solutions to help them live their best financial lives
• Humanize financial interactions
• Deliver Bank of America’s core banking and investment solutions
• Build a new portfolio of affluent and high net worth clients (in later stages of the program)
• Nurture strong relationships with prospective clients
• Incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients

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