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 motivated individuals for its Advisor Development Program, specifically for the Financial Solutions Advisor Trainee role within the centralized segment. This program is designed to guide you through obtaining necessary securities licenses (SIE, Series 7, and Series 66) and developing foundational skills to become a successful financial advisor. You will learn to acquire, build, and manage client relationships, understand complex financial situations, and provide tailored advice and solutions. The role involves phone-based client interaction, identifying investment, savings, and liability management needs, and aligning Merrill and Bank of America products and services. The program offers a defined path for career growth within Merrill Wealth Management, supported by dedicated training, coaching, and resources. You 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 emphasizes responsible growth, community support, diversity, and client-first principles, with opportunities for continuous training and development.

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, including background check and registration process.

Nice To Haves

• Bachelor’s degree.
• 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.
• Understand and guide clients through their complex financial pictures.
• Provide holistic financial advice and guidance via phone.
• Identify broader product and service solutions to meet client investment, savings, and liability management needs.
• Demonstrate knowledge of investments and financial markets.
• Apply key principles appropriate to individual client investment needs.
• Align Merrill and Bank of America products and services.
• Work with affluent and high net worth clients.
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations.
• 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 all solutions provided through Bank of America and Merrill.
• Leverage relationships with a broad client base to grow business.

Benefits

• Unlimited potential for financial growth.
• Strong referral base.
• Robust marketing support.
• Ongoing professional development.
• Opportunities to connect with experts.
• 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