Financial Solutions Advisor Trainee

Jobtailor

Boulder (CO)

On-site

USD 60,000 - 90,000

Full time

3 days ago

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Job summary

Bank of America in Boulder seeks an aspiring Merrill Financial Advisor to obtain SIE, Series 7 and Series 66 licenses, and to learn foundational advisor skills through structured training while serving affluent clients.

You will build client relationships, provide holistic financial advice across investments, savings, and liability management, and progress toward the Merrill Financial Advisor role by delivering reviews and investment recommendations.

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
Must obtain SIE within 60 days of hiring; Series 7 and Series 66 within 120 days; Series 63/65 accepted in lieu of 66
40 hours per week

Responsibilities

Manage a portfolio and provide holistic financial advice
Identify client needs and prepare investment recommendations
Deliver client reviews and presentations
Align Merrill and Bank of America products to client goals
Progress through training toward Merrill Financial Advisor role

Skills

SIE License

Series 7 License

Series 66 License

Client Relationships

Financial Advisory

Investment Knowledge

Education

Bachelor’s degree or higher

Job description

Obtain Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through dedicated classes and structured study time
Learn foundational advisor skills, including acquiring, building and managing client relationships
Provide holistic financial advice and guidance by identifying product and service solutions for investment, savings and liability management needs
Demonstrate knowledge of investments and financial markets and apply principles to clients’ investment needs
Align Merrill and Bank of America products and services where appropriate
Work with affluent and high net worth clients
Identify client needs, develop relationships, review investment goals, and prepare investment recommendations
Provide end-to-end comprehensive advice
Deliver client reviews and presentations
Recommend strategies to help clients achieve financial goals and life priorities
Collaborate with core banking and investment partners
Connect clients with Bank of America and Merrill solutions
Manage a portfolio of clients and provide exceptional client care
Progress through defined training and development toward the Merrill Financial Advisor role

Requirements

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
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
Must obtain the SIE within 60 days of being hired
Must obtain Series 7 and Series 66 within 120 days of being hired; Series 63 & 65 accepted in lieu of Series 66
Subject to SAFE Act registration requirements, background check, and registration process
40 hours per week

Core Competencies

Demonstrates expertise in providing holistic financial advice and managing client relationships, with a strong focus on aligning products and services to meet client needs. Proficient in navigating the financial services industry and regulatory requirements while delivering exceptional client care.

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