Advisor Development Program Financial Solutions Advisor Trainee Centralized: Mer
Bank of America, Meridian, MS, United States
Job Description
At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world‑class digital platform. This role is part of the Advisor Development Program – a multi‑stage training path that leads to a career as a Financial Solutions Advisor.
Responsibilities
Obtain and maintain Securities Industry licenses (Securities Industry Essentials, Series 7, and Series 66) within the program’s required timeframes.
Acquire, build, and manage client relationships, guiding clients through comprehensive financial planning and investment advice.
Identify client needs and recommend solutions using Bank of America and Merrill products.
Collaborate with core banking and investment partners to deliver integrated financial solutions.
Maintain regulatory compliance, including SAFE Act registration and required background checks.
Qualifications – Required Skills
Sets and accomplishes goals, achieving whatever you put your mind to.
Comfortable in a sales role, nurturing strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Collaborates productively with others to get things done.
Manages complexity, prioritizes tasks, and executes in a fast‑paced environment.
Adaptable, learning on the fly to deliver the right solutions for clients.
Efficiently manages time and capacity.
Incorporates regulatory due diligence into daily work and long‑term client strategies.
Desired Skills
Strong computer skills with the ability to multitask in a demanding environment.
Relevant experience, such as a bachelor’s degree or 1–2 years in the financial service or sales industry with a record of achieving goals.
Experience assessing client needs, recommending solutions, and building/ managing client relationships.
Benefits & Opportunities
Build a successful career through world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers.
Grow business knowledge using a consultative approach to identify client needs.
Earn Securities Industry Essentials, Series 7, and Series 66 licenses.
Build your network with banking customers, small business owners, and higher net‑worth clients.
Provide end‑to‑end comprehensive advice, delivering confident client reviews and recommendations.
Collaborate with core banking and investment partners to meet virtually all of the clients’ financial needs.
Unlimited potential for financial growth.
Strong referral base from across the business.
Robust marketing support to reach wider audiences.
Ongoing professional development.
Opportunities to connect with experts, including small business consultants, mortgage lenders, and investment advisors.
Logistics
Shift: 1st shift (United States of America)
Hours per week: 40
Position requires SAFE Act registration and related background checks.
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At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world‑class digital platform. This role is part of the Advisor Development Program – a multi‑stage training path that leads to a career as a Financial Solutions Advisor.
Responsibilities
Obtain and maintain Securities Industry licenses (Securities Industry Essentials, Series 7, and Series 66) within the program’s required timeframes.
Acquire, build, and manage client relationships, guiding clients through comprehensive financial planning and investment advice.
Identify client needs and recommend solutions using Bank of America and Merrill products.
Collaborate with core banking and investment partners to deliver integrated financial solutions.
Maintain regulatory compliance, including SAFE Act registration and required background checks.
Qualifications – Required Skills
Sets and accomplishes goals, achieving whatever you put your mind to.
Comfortable in a sales role, nurturing strong relationships with prospective clients.
Communicates clearly and confidently with clients from all walks of life.
Collaborates productively with others to get things done.
Manages complexity, prioritizes tasks, and executes in a fast‑paced environment.
Adaptable, learning on the fly to deliver the right solutions for clients.
Efficiently manages time and capacity.
Incorporates regulatory due diligence into daily work and long‑term client strategies.
Desired Skills
Strong computer skills with the ability to multitask in a demanding environment.
Relevant experience, such as a bachelor’s degree or 1–2 years in the financial service or sales industry with a record of achieving goals.
Experience assessing client needs, recommending solutions, and building/ managing client relationships.
Benefits & Opportunities
Build a successful career through world‑class training and onboarding programs.
Receive training and one‑on‑one coaching from Academy managers.
Grow business knowledge using a consultative approach to identify client needs.
Earn Securities Industry Essentials, Series 7, and Series 66 licenses.
Build your network with banking customers, small business owners, and higher net‑worth clients.
Provide end‑to‑end comprehensive advice, delivering confident client reviews and recommendations.
Collaborate with core banking and investment partners to meet virtually all of the clients’ financial needs.
Unlimited potential for financial growth.
Strong referral base from across the business.
Robust marketing support to reach wider audiences.
Ongoing professional development.
Opportunities to connect with experts, including small business consultants, mortgage lenders, and investment advisors.
Logistics
Shift: 1st shift (United States of America)
Hours per week: 40
Position requires SAFE Act registration and related background checks.
#J-18808-Ljbffr