Advisor Development Program - Financial Solutions Advisor Trainee: Harrison Crossing

AECOM; Fredericksburg (VA); On-site; USD 50,000 - 75,000; Full time

Job summary

AECOM is seeking candidates for the Advisor Development Program as Financial Solutions Advisor Trainees. This role engages with clients to offer banking and investment solutions, fostering skills in sales and financial advisement. Successful trainees can progress to higher positions, supported by extensive training and resources.

Qualifications

• Confidence in a sales role.
• Bachelor’s degree and/or financial services or sales experience.
• Ability to identify appropriate client solutions.

Responsibilities

• Obtain Securities Industry licenses and complete exams.
• Build and manage client relationships.
• Provide financial advice and solutions.

Skills

Confidence in a sales role

Strong client relationship skills

Proactive mindset

Time management

Results-driven

Education

Bachelor’s degree

At least one year of financial services or sales experience

Job description

Advisor Development Program - Financial Solutions Advisor Trainee: Harrison Crossing

Fredericksburg, Virginia

Job Description:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining your Securities Industry licenses. You will have dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills to be an advisor, including acquiring, building, and managing client relationships, understanding complex financial situations, and providing advice and solutions to help clients achieve their financial goals, all while humanizing financial interactions.

After reaching key milestones, you will work in a financial center to deliver Bank of America’s core banking and investment solutions, along with client care. The program provides comprehensive support with tools and resources to guide your development.

Successful completion as a licensed ADP Financial Solutions Advisor Stage I typically leads to progression as a Merrill Financial Solutions Advisor (MFSA). In this role, you will build a portfolio of affluent and high-net-worth clients in a Merrill Wealth Management office. Further advancement can lead to becoming a core Merrill Financial Advisor, supported throughout by dedicated programs and resources.

Required Qualifications:

• Confidence in a sales role
• Strong client relationship skills through effective communication and collaboration
• Proactive mindset and good time management
• Results-driven with a focus on client interests
• Ability to identify appropriate client solutions using learned knowledge
• 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
• Ability to handle multiple tasks simultaneously

This position requires SAFE Act registration, including a background check and registration process. Failure to maintain registration may result in termination.

Shift and Hours:

1st shift (United States), 40 hours per week

Bank of America is an equal opportunity employer and prohibits discrimination based on various protected factors. For more information, view the "Know your Rights" poster and the LA County Fair Chance Ordinance linked in the original posting.

The company maintains a drug-free workplace and has specific in-office attendance policies, with accommodations available for disabilities or religious beliefs. Details about benefits are provided but are subject to official plan documents and company discretion.