Advisor Development Program - Financial Solutions Advisor Trainee (Centralized)
Bank of America, Grand Junction, CO, United States
Job Overview
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Role & Responsibilities
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you begin by obtaining Securities Industry licenses. You will receive dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once you obtain your licenses, you will learn the foundational skills needed to be an advisor—acquiring, building, and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives.
The Financial Solutions Advisors in the centralized segment are phone‑based licensed advisors that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management needs. They demonstrate knowledge of investments and financial markets, apply key principles appropriate to the individual client’s investment needs, and align Merrill and Bank of America products and services where appropriate.
Training & Development
Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and high net‑worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
Career Advancement
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry‑leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.
Required Qualifications
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.
Desired Qualifications
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.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Shift
1st shift (United States of America)
Hours Per Week
40
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Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Role & Responsibilities
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you begin by obtaining Securities Industry licenses. You will receive dedicated and personalized classes for the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once you obtain your licenses, you will learn the foundational skills needed to be an advisor—acquiring, building, and managing client relationships, considering a client’s complex financial picture, and guiding them with advice and solutions to help them live their best financial lives.
The Financial Solutions Advisors in the centralized segment are phone‑based licensed advisors that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management needs. They demonstrate knowledge of investments and financial markets, apply key principles appropriate to the individual client’s investment needs, and align Merrill and Bank of America products and services where appropriate.
Training & Development
Build a successful career at Bank of America through world‑class training and onboarding programs that set you up for success.
Get training and one‑on‑one coaching from Academy managers who are invested in your success.
Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired and your Series 7 & 66 within 120 days—a requirement for the role.
Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and high net‑worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
Provide end‑to‑end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
Career Advancement
Unlimited potential for financial growth.
A strong referral base from across the business through our relationship with one in every two households.
Managing a portfolio of clients by providing exceptional client care with industry‑leading products, services, and education.
Robust marketing support to reach wider audiences with greater appeal.
Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.
Required Qualifications
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.
Desired Qualifications
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.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Shift
1st shift (United States of America)
Hours Per Week
40
#J-18808-Ljbffr