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

Bank of America • Portland, OR

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, specializing in goals-based wealth management. The Advisor Development Program (ADP) Financial Solutions Advisor Stage I (FSA I) role begins with obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66 Exams). Following licensing, the role focuses on developing foundational advisor skills, including acquiring, building, and managing client relationships, understanding complex financial situations, and providing advice and solutions to help clients achieve their financial goals, all while humanizing financial interactions. After key milestones, the ADP FSA I 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 in a local Merrill Wealth Management office, where they 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 through dedicated programs, tools, and resources. Merrill is committed to an in-office culture with specific attendance requirements, while also offering flexibility. The company values diversity and inclusion, fostering a work community that is culture-driven, resilient, results-focused, and effective.

Requirements

• 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
• Subject to SAFE Act registration requirements, including 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
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Responsibilities

• Obtain 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
• Build a new portfolio of affluent and high net worth clients (upon progression to MFSA)
• Apply relevant regulatory due diligence in daily activities and creating long-term client strategies

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