Advisor Development Program - Financial Solutions Advisor Trainee: La Plata

Bank of America; La Plata (MD); On-site; USD 50,000 - 90,000; Full time

Job summary

Join a dynamic team as an Advisor Development Program Financial Solutions Advisor, where you'll gain essential skills and licenses to guide clients in their financial journeys. This role emphasizes building strong client relationships and delivering tailored investment solutions. You'll have the opportunity to progress within the organization, supported by dedicated programs and resources. An established industry player values diversity and fosters a culture of resilience and results, making it an exciting place to grow your career.

Qualifications

• Confidence in a sales role and strong client relationship-building skills.
• Proactive mindset with effective time management skills.

Responsibilities

• Obtain Securities Industry licenses and learn foundational advisor skills.
• Build and manage client relationships to guide financial goals.

Skills

Sales Confidence

Client Relationship Building

Effective Communication

Proactive Mindset

Time Management

Results-Driven Approach

Identifying Client Solutions

Education

Bachelor's Degree

Job description

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 brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.

Job Description:

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn foundational skills needed to be an advisor—building and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions to help them pursue their financial goals, all while humanizing financial interactions. You will start working in a financial center to deliver Bank of America’s banking, investment solutions, and client care. We will support you throughout this process.

After demonstrating success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress to the next stage as a Merrill Financial Solutions Advisor (MFSA). In this role, you will build a portfolio of affluent and high net worth clients. Successful MFSAs may further advance within ADP towards becoming a core Merrill Financial Advisor. The Academy provides dedicated programs, tools, and resources to support your career development.

Required Qualifications:

• Confidence in a sales role
• Strong client relationship-building skills through effective communication and collaboration
• Proactive mindset and good time management
• Results-driven approach with a focus on client interests
• Ability to identify appropriate client solutions applying 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 and applications

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