Financial Solutions Advisor Trainee – Advisor Development Program

• 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

• 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

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.

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

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

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

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

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