Advisor Development Program - Financial Solutions Advisor Trainee: Russell Parkway Financial Center

Bank of America; Warner Robins (GA); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America Merrill Wealth Management is expanding its Advisor Development Program. As an ADP Financial Solutions Advisor Stage I, you begin by obtaining licenses (SIE, Series 7, Series 66) and learning to build and manage client relationships, addressing complex financial needs with guidance and solutions.

After licensing, you’ll work in a financial center delivering core banking and investment solutions, progressing to the Merrill Financial Advisor track.

Qualifications

• Displays confidence in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Proactive mindset with effective time management.
• Results-driven mindset prioritizing client interests.
• Identifies appropriate client solutions through learning and new information.
• Applies regulatory due diligence in daily activities and client strategies.
• Learns and adapts to new technology or applications.
• Executes multiple tasks simultaneously.

Responsibilities

• Acquire, build and manage client relationships as an advisor.
• Assist clients with complex financial needs through guidance and solutions.
• Develop and progress through the Advisor Development Program stages.

Skills

Sales

Client relations

Communication

Time management

Results-driven

Regulatory due diligence

Adaptability

Multitasking

Education

Bachelor’s degree

Job description

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.

Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Role Specifics:

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 Advisor Development Program- Financial Advisor (ADP FA). 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 Merrill ADP FA, 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

Shift: 1st shift (United States of America)

Hours Per Week: 40