Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - GAILLARDIA OK

Bank of America • Oklahoma City, OK

1d • Onsite

About The Position

Merrill Wealth Management is seeking motivated individuals for their Advisor Development Program as a Financial Solutions Advisor Trainee in the centralized segment. This program is designed to guide you through obtaining necessary securities licenses (SIE, Series 7, Series 66) and developing foundational advisory skills. You will learn to acquire, build, and manage client relationships, assess complex financial situations, and provide guidance and solutions to help clients achieve their financial goals. Upon licensing, you will join the centralized team as a phone-based Financial Solutions Advisor, offering holistic financial advice and identifying appropriate Merrill and Bank of America products and services. The program provides a defined path for career growth within Merrill Wealth Management, supported by dedicated training, coaching, and resources.

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
• Must obtain SIE within 60 days of hire and Series 7 & 66 within 120 days.
• 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 licenses.
• Develop foundational skills in acquiring, building, and managing client relationships.
• Assess clients' complex financial pictures and guide them with advice and solutions.
• Provide phone-based holistic financial advice and guidance.
• Identify broader product and service solutions to meet clients' investment, savings, and liability management needs.
• Demonstrate knowledge of investments and financial markets and apply key principles.
• Align Merrill and Bank of America products and services where appropriate.
• Work with affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations.
• Provide end-to-end comprehensive advice and deliver client reviews/presentations.
• Recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners.
• Connect clients to all solutions provided through Bank of America and Merrill.
• Manage a portfolio of clients by providing exceptional client care.
• Engage in continuous training and developmental opportunities.

Benefits

• Unlimited potential for financial growth
• Strong referral base
• Managing a portfolio of clients
• Exceptional client care with industry leading products, services, and education
• Robust marketing support
• Ongoing professional development
• Opportunities to connect with experts
• Competitive benefits to support physical, emotional, and financial well-being
• World-class training and on-boarding programs
• One-on-one coaching from Academy managers

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED