Advisor Development Program - Chesser's Gap Financial Solutions Advisor Trainee: Financial Cent[...]

Bank of America Corporation; Sebastian (FL); On-site; USD 40,000 - 60,000; Full time

Job summary

Bank of America Corporation is seeking a Financial Solutions Advisor Trainee in Sebastian, FL. The role involves completing the Advisor Development Program to obtain Securities Industry licenses and develop foundational skills needed for financial advising.

You will manage client relationships and provide personalized financial solutions. Successful candidates will progress through the program with the ultimate aim of becoming a Merrill Financial Advisor.

Strong communication and goal-setting skills are essential, along with a background in sales or financial services.

Qualifications

• Achieves set goals consistently.
• Comfortable in a sales role.
• Communicates effectively with diverse clients.
• Collaborates efficiently in team settings.
• Manages complex tasks in fast-paced environments.
• Learns quickly and adapts to new information.
• Manages time and workload effectively.
• Incorporates regulatory due diligence into strategies.

Responsibilities

• Obtain necessary Securities Industry licenses.
• Build and manage client relationships.
• Guide clients through financial advice and solutions.
• Progress through stages of the Advisor Development Program.
• Deliver banking and investment solutions to clients.

Skills

Goal achievement

Sales role comfort

Clear communication

Collaborative teamwork

Complexity management

Adaptability

Time management

Regulatory due diligence

Education

Bachelor's degree or 1-2 years in financial services/sales

Tools

Computer proficiency

Job description

Overview

Advisor Development Program - Chesser's Gap Financial Solutions Advisor Trainee: Financial Center - Sebastian, FL job at Bank of America Corporation. Sebastian, FL. 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.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

Responsibilities

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins by obtaining your Securities Industry licenses, with dedicated study time for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught 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, while humanizing financial interactions. As milestones are reached, you will begin working in a financial center to deliver Bank of America’s core banking, investment solutions and client care. We will equip you with everything you need as you move through the stages of development.

Upon demonstrating success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress to 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 learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you with dedicated programs, tools and resources throughout your career journey.

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. Because 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 termination.

Qualifications

Required skills:

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Desired skills:

• Strong computer skills with an ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Shift: 1st shift (United States of America)

Hours Per Week: 40