Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized)
Bank of America, Boulder, Colorado, United States, 80301
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Mountain Plains Merrill Market
Join to apply for the Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Mountain Plains Merrill Market role at Bank of America.
Base pay range
$28.00/hr - $33.00/hr
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.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
Responsibilities and progression
Obtain Securities Industry licenses (SIE, Series 7 and Series 66) through dedicated classes. Licenses are required: SIE within 60 days of hire; Series 7 and 66 within 120 days (Series 63 & 65 may be accepted in lieu of 66).
Develop foundational skills to become an advisor: acquire, build and manage client relationships; assess a client’s financial picture; guide clients with advice and solutions to help them live their best financial lives.
Start as a centralized Financial Solutions Advisor (FSA) and progress through the Advisor Development Program toward Merrill Financial Advisor roles.
Deliver holistic financial advice by identifying product and service solutions that meet investment, savings and liability management needs; align Merrill and Bank of America offerings where appropriate.
Interact with affluent and high-net-worth clients, review investment goals, develop relationships, and prepare investment recommendations.
Work through stages of development with training and guidance to move into the Merrill Financial Advisor role.
Provide end-to-end client service, including client reviews/presentations and recommendation of strategies to achieve goals and life priorities.
Program and environment
The centralized segment features phone-based licensed advisors (Series 7 and 66 required).
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
Qualifications
Required Qualifications:
Displays confidence in a sales role; builds strong client relationships; demonstrates proactive time management; maintains a results-driven mindset; identifies appropriate client solutions; applies regulatory due diligence in daily activities.
Desired Qualifications:
Bachelor’s degree and/or at least one year of financial services industry or sales experience; ability to learn and adapt to new technology; ability to manage multiple tasks simultaneously.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to termination.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Timing and open posting The job will be open and accepting applications for a minimum of seven days from the date it was posted.
We encourage referrals; they may increase interview chances.
Note: This refined description preserves core role information and expectations while removing extraneous boilerplate and site-specific notices for clarity and readability.
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Base pay range
$28.00/hr - $33.00/hr
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.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
Responsibilities and progression
Obtain Securities Industry licenses (SIE, Series 7 and Series 66) through dedicated classes. Licenses are required: SIE within 60 days of hire; Series 7 and 66 within 120 days (Series 63 & 65 may be accepted in lieu of 66).
Develop foundational skills to become an advisor: acquire, build and manage client relationships; assess a client’s financial picture; guide clients with advice and solutions to help them live their best financial lives.
Start as a centralized Financial Solutions Advisor (FSA) and progress through the Advisor Development Program toward Merrill Financial Advisor roles.
Deliver holistic financial advice by identifying product and service solutions that meet investment, savings and liability management needs; align Merrill and Bank of America offerings where appropriate.
Interact with affluent and high-net-worth clients, review investment goals, develop relationships, and prepare investment recommendations.
Work through stages of development with training and guidance to move into the Merrill Financial Advisor role.
Provide end-to-end client service, including client reviews/presentations and recommendation of strategies to achieve goals and life priorities.
Program and environment
The centralized segment features phone-based licensed advisors (Series 7 and 66 required).
Collaborate with core banking and investment partners to connect clients with Bank of America and Merrill solutions.
Qualifications
Required Qualifications:
Displays confidence in a sales role; builds strong client relationships; demonstrates proactive time management; maintains a results-driven mindset; identifies appropriate client solutions; applies regulatory due diligence in daily activities.
Desired Qualifications:
Bachelor’s degree and/or at least one year of financial services industry or sales experience; ability to learn and adapt to new technology; ability to manage multiple tasks simultaneously.
This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to termination.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Timing and open posting The job will be open and accepting applications for a minimum of seven days from the date it was posted.
We encourage referrals; they may increase interview chances.
Note: This refined description preserves core role information and expectations while removing extraneous boilerplate and site-specific notices for clarity and readability.
#J-18808-Ljbffr