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 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 learn to acquire, build, and manage client relationships, assess complex financial situations, and provide advice and solutions. The program includes dedicated training, one-on-one coaching, and a defined path to becoming a Financial Advisor. Trainees will work with affluent and high-net-worth clients, develop relationships, review investment goals, and prepare recommendations. Successful trainees typically progress to a Merrill Financial Solutions Advisor (MFSA) role. The program offers opportunities for financial growth, a strong referral base, client portfolio management, marketing support, ongoing professional development, and collaboration with experts.

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 client relationship management.
• Assess clients' complex financial pictures and guide them with advice and solutions.
• Provide holistic financial advice and guidance via phone.
• 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, review investment goals, and prepare investment recommendations.
• Provide end-to-end comprehensive advice.
• Deliver client reviews/presentations with confidence.
• 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 from across the business.
• Managing a portfolio of clients by providing exceptional client care with 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.
• Training and one-on-one coaching from Academy managers.
• Structured lessons and dedicated study time for licenses.

What This Job Offers

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