Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN

Bank of America • Carmel, IN

42d • Onsite

About The Position

Merrill Wealth Management is seeking individuals for their Advisor Development Program to become Financial Solutions Advisors. 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, understand complex financial situations, and provide advice and solutions to help clients achieve their financial goals. The role involves phone-based client interaction, identifying needs, developing relationships, reviewing investment goals, and preparing recommendations. Successful completion of the program can lead to progression to a Merrill Financial Solutions Advisor (MFSA) role. The program offers comprehensive training, one-on-one coaching, and support through structured lessons and dedicated study time for licensing exams. You will gain experience working with affluent and high net worth clients, collaborating with banking and investment partners, and leveraging Bank of America's extensive client base. The role emphasizes responsible growth, community support, diversity, and client-first principles.

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.
• Must obtain Series 7 & 66 within 120 days of hire.
• Subject to SAFE Act registration requirements and background check.

Nice To Haves

• Bachelor’s degree
• 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.
• Understand and address clients' complex financial pictures.
• Provide holistic financial advice and guidance to clients.
• Identify broader product and service solutions to meet 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.
• Identify client needs, develop relationships, and review investment goals.
• Prepare investment recommendations aligned with client goals.
• Provide exceptional client care with industry-leading products, services, and education.
• Manage a portfolio of clients.
• Collaborate with core banking and investment partners.
• Connect clients to Merrill and Bank of America solutions.
• Deliver client reviews/presentations with confidence.
• Recommend strategies to help clients achieve their financial goals and life priorities.

Benefits

• Unlimited potential for financial growth
• Strong referral base
• Robust marketing support
• Ongoing professional development
• Opportunities to connect with experts
• Competitive benefits to support physical, emotional, and financial well-being

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree