Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center

Bank of America • Portland, OR

3d • 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. They specialize 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 aspirations through personal relationships, leveraging Merrill's investment insights and Bank of America's banking convenience. The company is committed to an in-office culture with specific attendance requirements, while also allowing for appropriate flexibility. Merrill values diversity in thoughts, business, employees, and clients, fostering a culture-driven, resilient, results-focused, and effective work community. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), the role begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66 Exams), with dedicated study time provided. Once licensed, individuals are taught foundational advisor skills, including acquiring, building, and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions to help them achieve their financial lives, all while humanizing financial interactions. After reaching key milestones, the ADP FSA I will work in a financial center, delivering Bank of America’s core banking, investment solutions, and client care approach. Successful ADP Financial Solutions Advisors Stage I typically progress to a Merrill Financial Solutions Advisor (MFSA) role, transitioning to a local Merrill Wealth Management office to build a new portfolio of affluent and high net worth clients. The ultimate aim is to become a core Merrill Financial Advisor, with support from The Academy's dedicated programs, tools, and resources 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
• Subject to SAFE Act registration requirements, including a background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

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 (Securities Industry Essentials [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 (once working in a financial center)
• Build a new portfolio of affluent and high net worth clients (as a Merrill Financial Solutions Advisor)

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