Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX

Overview

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.

Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. This position is subject to SAFE Act registration requirements and related background checks.

Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) begins with obtaining Securities Industry licenses, with dedicated study time for the Securities Industry Essentials (SIE), Series 7 and Series 66 exams. After licensure, you will learn foundational skills to be an advisor—acquiring, building and managing client relationships, assessing a client’s financial picture, and guiding them with advice and solutions to help clients live their best financial lives, while humanizing financial interactions.

After milestones are reached, you will work in a financial center delivering Bank of America’s core banking, investment solutions and client care. Upon successful completion as an ADP FSA I, progression typically occurs to the Merrill Financial Solutions Advisor (MFSA) role, transitioning to a local Merrill Wealth Management office to build a portfolio of affluent and high net worth clients.

The Academy provides programs, tools and resources throughout the career journey. The ultimate aim is to progress within ADP toward becoming a core Merrill Financial Advisor.

This position is subject to SAFE Act registration requirements. All employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. You will be required to register and submit to the SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

• Begin with obtaining Securities Industry licenses, including time allocated for studying SIE, Series 7 and Series 66.
• Develop foundational advisory skills: acquiring, building and managing client relationships and guiding clients with advice and solutions.
• Assist in delivering Bank of America’s core banking and investment solutions in a client care framework.
• Progress through ADP stages toward MFSA and potentially broader Merrill Wealth Management opportunities.
• Utilize the Academy resources, programs and tools throughout the career journey.

Required skills

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, nurturing strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapts to new information and seeks the right solutions for clients.
• Efficiently manages time and capacity.
• Is thorough and incorporates regulatory due diligence into daily tasks and long-term client strategies.

Desired skills

• Strong computer skills with the ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience in financial services or a sales environment with demonstrated results.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

• Shift: 1st shift (United States of America)
• Hours Per Week: 40

Privacy Statement:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. We strive to be a great place to work for our teammates around the world and invest in their families by offering competitive benefits to support their physical, emotional, and financial well-being.

We offer flexibility depending on role requirements. Join us to learn, grow and make an impact.

• Partnering Locally
• Global Impact
• Opportunity and Inclusion
• Our Values
• Pay Transparency