Bank of America
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized):
Bank of America, Columbus, Ohio, United States, 43224
Advisor Development Program – Financial Solutions Advisor Trainee (Centralized): Columbus, OH
3 days ago Be among the first 25 applicants
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our focus is goals‑based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you will obtain Securities Industry licenses (SIE, Series 7, and Series 66), learn foundational advisory skills, and then join the centralized team to provide clients with holistic financial advice. You will work with affluent and high net worth clients, develop relationships, review investment goals, and prepare recommendations that align with clients’ objectives. Once you have honed your skills, you typically progress into the next stage of development as a Merrill Financial Solutions Advisor.
We support you through dedicated programs, coaching, and a defined consultative approach. You will earn your SIE, Series 7 and Series 66 licenses within 60 and 120 days respectively, build your network, provide end‑to‑end advice, and collaborate with core banking and investment partners.
What We Offer
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 & 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 higher 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 Outlook
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.
Our Culture
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
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 creates 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
Shift & Hours per Week
1st shift (United States of America)
40 hours per week
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register, submit to the required SAFE Act background check, and remain in good standing. Failure to maintain registration may result in disciplinary action up to and including termination.
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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. Our focus is goals‑based wealth management, including retirement, education, legacy, and other life goals through investment advice and guidance. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you will obtain Securities Industry licenses (SIE, Series 7, and Series 66), learn foundational advisory skills, and then join the centralized team to provide clients with holistic financial advice. You will work with affluent and high net worth clients, develop relationships, review investment goals, and prepare recommendations that align with clients’ objectives. Once you have honed your skills, you typically progress into the next stage of development as a Merrill Financial Solutions Advisor.
We support you through dedicated programs, coaching, and a defined consultative approach. You will earn your SIE, Series 7 and Series 66 licenses within 60 and 120 days respectively, build your network, provide end‑to‑end advice, and collaborate with core banking and investment partners.
What We Offer
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 & 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 higher 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 Outlook
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.
Our Culture
Believes in responsible growth and has a proven dedication to supporting the communities we serve.
Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
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 creates 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
Shift & Hours per Week
1st shift (United States of America)
40 hours per week
This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register, submit to the required SAFE Act background check, and remain in good standing. Failure to maintain registration may result in disciplinary action up to and including termination.
#J-18808-Ljbffr