Advisor Development Program - Financial Solutions Advisor Trainee: Harrison Crossing

Bank of America; Fredericksburg (VA); On-site; USD 45,000 - 70,000; Full time

Job summary

Bank of America is seeking candidates for the Advisor Development Program as a Financial Solutions Advisor Trainee in Fredericksburg, VA. This role involves obtaining necessary securities licenses, building client relationships, and providing financial advice. Ideal candidates possess a bachelor’s degree and sales experience, and are driven to succeed in a dynamic environment.

Qualifications

• Displays confidence working in a sales role.
• Bachelor’s degree and/or one year in financial services or sales preferred.

Responsibilities

• Obtain Securities Industry licenses and develop foundational advisory skills.
• Manage client relationships and deliver banking and investment solutions.

Skills

Confidence in sales

Client relationship building

Proactive mindset

Time management

Results-driven mindset

Regulatory due diligence

Education

Bachelor’s degree

Job description

Advisor Development Program - Financial Solutions Advisor Trainee: Harrison Crossing

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Job 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.

Job 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
  
  

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
  
  

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

Seniority level

• Seniority level

  Not Applicable

Employment type

• Employment type

  Full-time

Job function

• Job function

  Other

• Industries

  Banking

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