Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Pittsburg, PA

Bank of America • Pittsburgh, PA

2d • Onsite

About The Position

Merrill Wealth Management is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in the centralized segment. This role is designed to guide individuals through obtaining necessary securities licenses (SIE, Series 7, Series 66) and developing foundational advisory skills. Upon licensing, trainees will work as phone-based licensed advisors, providing holistic financial advice, identifying client needs, and recommending appropriate Merrill and Bank of America products and services. The program offers a defined path for career growth within Merrill Wealth Management, including opportunities to work with affluent and high net worth clients, develop client relationships, and prepare investment recommendations. The Academy provides dedicated support, training, and resources throughout the career journey, including world-class training, on-boarding programs, and one-on-one coaching. The role emphasizes a consultative approach to client needs, network building within financial centers, and collaboration with core banking and investment partners. The position offers unlimited potential for financial growth, a strong referral base, client portfolio management, marketing support, ongoing professional development, and opportunities to connect with experts.

Requirements

• Must obtain SIE within 60 days of hire.
• Must obtain Series 7 and Series 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.
• Develop foundational skills in acquiring, building, and managing client relationships.
• Provide holistic financial advice and guidance to clients via phone.
• Identify client needs and recommend appropriate investment, savings, and liability management solutions.
• 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 and developing relationships.
• Review investment goals and prepare investment 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 Bank of America and Merrill solutions.
• 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.
• Industry leading products, services, and education.
• Robust marketing support.
• Ongoing professional development.
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.
• 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: Associate degree