Financial Solutions Advisor Apprentice (ADP I)

Bank of America; Virginia Beach (VA); On-site; USD 55,000 - 75,000; Full time

Job summary

Merrill Wealth Management, part of Bank of America, seeks candidates for the Advisor Development Program (ADP) Stage I to obtain SIE, Series 7 and 66 licenses and start advising clients. The program leads to Merrill Financial Advisor opportunities and progression within ADP toward higher net worth client portfolios.

The role emphasizes building client relationships, applying regulatory diligence, and delivering tailored financial guidance within an in-office culture that supports collaboration

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.

Responsibilities

• Acquire, build and manage client relationships.
• Guide clients with advice and solutions to their financial picture.
• Progress from ADP to Merrill FA and broaden client portfolios.

Skills

Sales confidence

Client relationships

Time management

Results-driven

Client solutions

Regulatory due diligence

Education

Bachelor's degree

Job description

Merrill Wealth Management, part of Bank of America, seeks candidates for the Advisor Development Program (ADP) Stage I to obtain SIE, Series 7 and 66 licenses and start advising clients. The program leads to Merrill Financial Advisor opportunities and progression within ADP toward higher net worth client portfolios.

The role emphasizes building client relationships, applying regulatory diligence, and delivering tailored financial guidance within an in-office culture that supports collaboration