Financial Solutions Advisor Trainee: Licensing & Growth

Bank of America; Seneca (SC); On-site; USD 55,000 - 75,000; Full time

Job summary

Bank of America is recruiting for the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) within Merrill Wealth Management. The role emphasizes earning Securities Industry licenses, building client relationships, and delivering Bank of America's core banking and investment solutions.

Successful completion leads to the ADP FA pathway, with opportunities to manage wealthy client portfolios and advance within Merrill’s advisory teams.

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

• Develop client relationships and manage a client’s financial picture.
• Progress through ADP stages toward the Merrill Financial Advisor role, expanding a portfolio of affluent clients.

Skills

Sales experience

Client relationship building

Time management

Results oriented

Regulatory diligence

Education

Bachelor's degree

1 year financial services or sales experience

Job description

Bank of America is recruiting for the Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) within Merrill Wealth Management. The role emphasizes earning Securities Industry licenses, building client relationships, and delivering Bank of America's core banking and investment solutions.

Successful completion leads to the ADP FA pathway, with opportunities to manage wealthy client portfolios and advance within Merrill’s advisory teams.