Financial Solutions Advisor Trainee – Advisor Development Program

Jobtailor; Boulder (CO); On-site; USD 65,000 - 98,000; Full time

Job summary

Bank of America Merrill Lynch is seeking a motivated Financial Advisor candidate in Boulder, CO. This role starts with structured training to obtain SIE, Series 7, and Series 66 licenses, and then focuses on acquiring, building, and managing client relationships while providing comprehensive financial guidance tailored to affluent clients.

You will apply investment knowledge to align Merrill and Bank of America products with client needs, conduct client reviews, and deliver presentations to help

Qualifications

• Confidence working in a sales role.
• Strong client relationships through effective communication and collaboration.
• Proactive mindset and effective time management.
• Results-driven mindset and prioritization of client interests.
• Ability to identify appropriate client solutions through application of learnings.
• Relevant regulatory due diligence in daily activities and long-term client strategies.
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Must obtain Securities Industry Essentials (SIE) within 60 days of hire.
• Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and Series 65 accepted in lieu of Series 66.
• SAFE Act registration, background check, and good standing required.
• Must work first shift, 40 hours per week.

Responsibilities

• Complete structured training and obtain SIE, Series 7, and Series 66 licenses.
• Acquire, build, and manage client relationships.
• Provide holistic financial advice and identify product solutions.
• Apply knowledge of investments and financial markets to client needs.
• Align Merrill and Bank of America products with client needs.
• Work with affluent and high net worth clients.
• Identify client needs and develop relationships.
• Review investment goals and prepare investment recommendations.
• Provide comprehensive advice and deliver client reviews and presentations.
• Recommend strategies to help clients achieve financial goals and life priorities.
• Manage a portfolio of clients and provide exceptional client care.
• Collaborate with core banking and investment partners.
• Connect clients with Bank of America and Merrill solutions.
• Build a professional network with banking customers, small business owners, and higher net worth clients.
• Progress through defined training toward Merrill Financial Advisor and MFSA roles.

Skills

Client Relationship Management

Effective Communication

Proactive Mindset

Time Management

Results-Driven

Sales Mindset

Regulatory Due Diligence

Multi-tasking

Education

Bachelor's degree

Job description

• Complete structured training and obtain SIE, Series 7, and Series 66 licenses
• Acquire, build, and manage client relationships
• Provide holistic financial advice and guidance by identifying product and service solutions
• Apply knowledge of investments and financial markets to individual client needs
• Align Merrill and Bank of America products and services with client needs
• Work with affluent and high net worth clients
• Identify client needs and develop relationships
• Review investment goals and prepare investment recommendations
• Provide comprehensive advice and deliver client reviews and presentations
• Recommend strategies to help clients achieve financial goals and life priorities
• Manage a portfolio of clients and provide exceptional client care
• Collaborate with core banking and investment partners
• Connect clients with Bank of America and Merrill solutions
• Build a professional network with banking customers, small business owners, and higher net worth clients
• Progress through defined training and development toward Merrill Financial Advisor and MFSA roles

Requirements

• Confidence working in a sales role
• Strong client relationships through effective communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset and prioritization of client interests
• Ability to identify appropriate client solutions through application of learnings and new information
• Relevant regulatory due diligence in daily activities and long-term client strategies
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Ability to learn and adapt to new technology or applications
• Ability to execute multiple tasks simultaneously
• Must obtain Securities Industry Essentials (SIE) within 60 days of hire
• Must obtain Series 7 and Series 66 within 120 days of hire; Series 63 and Series 65 accepted in lieu of Series 66
• SAFE Act registration, background check, and good standing required
• Must work first shift, 40 hours per week

Core Competencies

Demonstrates expertise in financial advisory services, including client relationship management, investment strategy development, and regulatory compliance. Proficient in delivering tailored financial solutions to affluent clients while maintaining a proactive and results-driven approach.

Highest-signal resume keywords

• Securities Industry Essentials (SIE)
• Series 7 License
• Series 66 License
• Client Relationship Management
• Financial Advisory Services

Hard Skills

• Investment Strategy Development
• Regulatory Due Diligence
• Portfolio Management
• Financial Market Knowledge
• Client Needs Assessment

Soft Skills

• Effective Communication
• Collaboration
• Proactive Mindset
• Time Management
• Results-Driven

Certifications & Qualifications

• Securities Industry Essentials (SIE)
• Series 7 License
• Series 66 License
• SAFE Act Registration

Industry Keywords

• Financial Services
• Client Care
• Affluent Clients
• High Net Worth Clients
• Investment Recommendations