Financial Solutions Advisor Trainee – Advisor Development Program

Jobtailor; Idaho; On-site; USD 50,000 - 70,000; Full time

Job summary

Bank of America Merrill Lynch is seeking a trainee Financial Advisor to obtain securities licenses, learn foundational advisory skills, and begin delivering holistic financial guidance to clients. You will identify investment solutions, collaborate with partners, and progress through a structured training program toward a Merrill Financial Advisor role.

The role emphasizes handling affluent and high-net-worth clients, aligning products with client goals, and delivering end-to-end financial

Qualifications

• 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 hiring
• Must obtain Series 7 and Series 66 within 120 days of hiring; Series 63 and 65 accepted in lieu of Series 66
• SAFE Act registration and background check required

Responsibilities

• Provide phone-based, holistic financial advice and guidance
• Identify product and service solutions for investment, savings, and liability management needs
• Review investment goals and prepare aligned investment recommendations
• Deliver client reviews and presentations
• Progress through training toward a Merrill Financial Advisor role
• Interact with banking customers and high-net-worth clients

Skills

Sales mindset

Client relationship management

Effective communication

Proactive mindset

Time management

Regulatory awareness

Education

Bachelor’s degree

Job description

• Obtain securities industry licenses through dedicated classes and structured lessons
• Learn foundational advisor skills, including acquiring, building, and managing client relationships
• Provide phone-based, holistic financial advice and guidance
• Identify product and service solutions for investment, savings, and liability management needs
• Apply investment and financial market knowledge to individual client needs
• Align Merrill and Bank of America products and services where appropriate
• Work with affluent and high-net-worth clients
• Identify client needs and develop relationships
• Review investment goals and prepare aligned investment recommendations
• Provide end-to-end comprehensive advice
• 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
• Progress through defined training and development toward a Merrill Financial Advisor role
• Interact with banking customers, small business owners, and higher-net-worth clients
• Apply a defined consultative approach to systematically identify client needs and solutions

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 hiring
• Must obtain Series 7 and Series 66 within 120 days of hiring; Series 63 and 65 accepted in lieu of Series 66
• SAFE Act registration, background check, and continued good standing required
• 40 hours per week
• Ability to work in the United States of America

Core Competencies

Demonstrates expertise in providing holistic financial advice and managing client relationships, with a strong focus on identifying tailored investment solutions and achieving client financial goals. Proficient in navigating regulatory requirements and utilizing effective communication to foster client trust and satisfaction.

Highest-signal resume keywords

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

ATS Optimization Keywords

Hard Skills

• Investment Knowledge
• Financial Market Analysis
• Portfolio Management
• Consultative Approach
• Client Needs Assessment

Soft Skills

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

Certifications & Qualifications

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

Industry Keywords

• Financial Services
• Client Care
• Affluent Clients
• High-Net-Worth Clients
• Regulatory Due Diligence