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. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue their life goals through personalized advisory 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 flexibility. Merrill values diversity and aims to create a culture-driven, resilient, results-focused, and effective work community.

The Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) is a structured journey that begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66) through dedicated study time. Upon licensure, participants are trained in foundational advisor skills, including client acquisition, relationship building, managing client relationships, understanding complex financial pictures, and providing advice and solutions to help clients achieve their financial goals. In this stage, individuals will work in a financial center, delivering Bank of America's core banking and investment solutions. Successful ADP FSA I candidates 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 within the ADP is to become a core Merrill Financial Advisor, with support, tools, and resources provided by 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
• Register with the federal registry system and remain in good standing under SAFE Act requirements, including submitting to a background check

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 (in later stages of the program)

What This Job Offers

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