Advisor Development Program - Financial Solutions Advisor Trainee - Frandor

Bank of America • Lansing, MI

6d • Onsite

About The Position

Merrill Wealth Management is seeking motivated individuals for their Advisor Development Program. This program is designed to train and develop individuals into Financial Advisors. The program includes obtaining necessary securities licenses (SIE, Series 7, Series 66), learning foundational advisor skills, and providing holistic financial advice to clients. The role involves phone-based client interaction, identifying client needs, and recommending appropriate Merrill and Bank of America products and services. Successful completion of the program can lead to progression into a Merrill Financial Solutions Advisor (MFSA) role. The program offers comprehensive training, one-on-one coaching, and opportunities to work with affluent and high-net-worth clients.

Requirements

• Must obtain SIE within 60 days of hire.
• Must obtain Series 7 & 66 within 120 days of hire.
• 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 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.
• Learn and apply foundational skills for acquiring, building, and managing client relationships.
• Assess clients' complex financial pictures and provide advice and solutions.
• Provide phone-based holistic financial advice and guidance.
• Identify broader product and service solutions to meet client investment, savings, and liability management needs.
• Demonstrate knowledge of investments and financial markets.
• Align Merrill and Bank of America products and services with client needs.
• Work with affluent and high net worth clients, identifying needs, developing relationships, and reviewing investment goals.
• Prepare investment recommendations aligned with client goals.
• Provide exceptional client care with industry-leading products, services, and education.
• Collaborate with core banking and investment partners.
• Connect clients to Bank of America and Merrill solutions.

Benefits

• Unlimited potential for financial growth.
• Strong referral base.
• Managing a portfolio of clients.
• 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.
• Defined consultative approach with clients.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed