Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized)
Bank of America, Birmingham, Alabama, United States, 35275
Advisor Development Program – Financial Solutions Advisor Trainee (Centralized) – Birmingham, AL Merrill Office
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, helping clients plan 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. Trust comes from transparency. Our advisory teams are equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America.
We are committed to an in‑office culture with specific requirements for office‑based attendance and flexibility based on role‑specific considerations. Our team values diversity and brings unique perspectives, ideas and experiences to create a resilient, results‑focused community.
Role Overview As a Financial Solutions Advisor in the centralized segment of the Advisor Development Program, your journey begins by obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licensing, you will be taught foundational advisory skills: acquiring, building and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions to help them live their best financial lives.
The centralized Financial Solutions Advisors are phone‑based licensed advisors who provide holistic financial advice, identify broader product and service solutions that meet clients’ investment, savings and liability management needs, and align Merrill and Bank of America products where appropriate.
During this stage, you receive training and guidance through a defined path to become the financial advisor you want to be. You will work with affluent and high‑net‑worth clients, identify needs, develop relationships, review investment goals, and prepare recommendations that align with the goals of both existing and prospective clients. Upon success, you progress to the next stage as a Merrill Financial Solutions Advisor (MFSA).
Training & Development We’ll help you:
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 invested in your success.
Grow your business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
Earn your Securities Industry Essentials, Series 7 and Series 66 licenses within specified timeframes (SIE within 60 days, Series 7 & 66 within 120 days).
Build your network across banking customers, small business owners and high‑net‑worth clients.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners, connecting clients to solutions across Bank of America and Merrill.
Career Opportunities
Unlimited potential for financial growth.
A strong referral base through our relationship with one in every two households.
Managing a portfolio of clients with industry‑leading products and services.
Robust marketing support to reach wider audiences.
Ongoing professional development to adapt to industry evolution.
Opportunities to connect with experts in small business, mortgage lending, and investment advisory.
Culture & Values
Responsible growth and dedication to community support.
Continuous training and development for all backgrounds.
Diversity strengthens our team and client relationships.
Commitment to advancing tools, technology, and client‑first practices.
Required Qualifications
Confidence in a sales role.
Strong client relationship building through effective communication and collaboration.
Proactive mindset and effective time management.
Results‑driven mindset prioritizing client interests.
Application of learning to identify appropriate client solutions.
Application of relevant regulatory due diligence in daily activities and long‑term strategies.
Desired Qualifications
Bachelor’s degree and/or at least one year of financial services or sales experience.
Ability to learn and adapt to new technology.
Efficiency in executing multiple tasks simultaneously.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Seniority level Internship
Employment type Full‑time
Job function Other
Industries Banking
SAFE Act: This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.
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Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team. Trust comes from transparency. Our advisory teams are equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America.
We are committed to an in‑office culture with specific requirements for office‑based attendance and flexibility based on role‑specific considerations. Our team values diversity and brings unique perspectives, ideas and experiences to create a resilient, results‑focused community.
Role Overview As a Financial Solutions Advisor in the centralized segment of the Advisor Development Program, your journey begins by obtaining Securities Industry licenses, receiving dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licensing, you will be taught foundational advisory skills: acquiring, building and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions to help them live their best financial lives.
The centralized Financial Solutions Advisors are phone‑based licensed advisors who provide holistic financial advice, identify broader product and service solutions that meet clients’ investment, savings and liability management needs, and align Merrill and Bank of America products where appropriate.
During this stage, you receive training and guidance through a defined path to become the financial advisor you want to be. You will work with affluent and high‑net‑worth clients, identify needs, develop relationships, review investment goals, and prepare recommendations that align with the goals of both existing and prospective clients. Upon success, you progress to the next stage as a Merrill Financial Solutions Advisor (MFSA).
Training & Development We’ll help you:
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 invested in your success.
Grow your business knowledge using a defined consultative approach to identify client needs and appropriate solutions.
Earn your Securities Industry Essentials, Series 7 and Series 66 licenses within specified timeframes (SIE within 60 days, Series 7 & 66 within 120 days).
Build your network across banking customers, small business owners and high‑net‑worth clients.
Provide end‑to‑end comprehensive advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their financial goals.
Collaborate with core banking and investment partners, connecting clients to solutions across Bank of America and Merrill.
Career Opportunities
Unlimited potential for financial growth.
A strong referral base through our relationship with one in every two households.
Managing a portfolio of clients with industry‑leading products and services.
Robust marketing support to reach wider audiences.
Ongoing professional development to adapt to industry evolution.
Opportunities to connect with experts in small business, mortgage lending, and investment advisory.
Culture & Values
Responsible growth and dedication to community support.
Continuous training and development for all backgrounds.
Diversity strengthens our team and client relationships.
Commitment to advancing tools, technology, and client‑first practices.
Required Qualifications
Confidence in a sales role.
Strong client relationship building through effective communication and collaboration.
Proactive mindset and effective time management.
Results‑driven mindset prioritizing client interests.
Application of learning to identify appropriate client solutions.
Application of relevant regulatory due diligence in daily activities and long‑term strategies.
Desired Qualifications
Bachelor’s degree and/or at least one year of financial services or sales experience.
Ability to learn and adapt to new technology.
Efficiency in executing multiple tasks simultaneously.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Seniority level Internship
Employment type Full‑time
Job function Other
Industries Banking
SAFE Act: This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.
#J-18808-Ljbffr