Advisor Development Program - Financial Solutions Advisor Trainee : Dover Main Financial Center[...]

Bank of America; Dover; On-site; CAD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Dover is looking for a Financial Solutions Advisor to help clients with banking and investment solutions. This role requires obtaining industry licenses and offers growth within the company. Candidates should possess sales experience and strong communication skills, with bilingual proficiency in Spanish preferred. The position provides industry-leading benefits and a competitive hourly pay range of $28.84 - $32.00.

Benefits

Paid time off

Industry-leading benefits

Qualifications

• Demonstrates confidence in a sales role.
• Builds strong client relationships through communication.
• Displays a proactive mindset and manages time effectively.

Responsibilities

• Obtain Securities Industry licenses and foundational skills in advising clients.
• Help deliver bank’s core banking and investment solutions.
• Progress through stages of the Advisor Development Program.

Skills

Confidence in sales role

Effective communication

Proactive mindset

Results-driven mindset

Bilingual Spanish

Education

Bachelor's degree or minimum 1 year in financial services

Job description

Description

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

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
• Bilingual Spanish

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

Other

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 your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and / or maintain SAFE Act registration may result in your immediate termination.

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency Details

US - NJ - Dover - 15 W Blackwell St - Dover Main (NJ6223)

Pay range: $28.84 - $32.00 hourly pay, offers to be determined based on experience, education and skill set.

Predictable pay: This role is compensated with a base salary and is not incentive eligible.

Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.