Advisor Development Program - Financial Solutions Advisor Trainee: Harrison Crossing

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This role enables you to be part of a team that specializes in goals‑based wealth management, helping clients plan for retirement, education, legacy, and other life goals.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series7 and Series
66). After licensing, you will learn the foundational skills needed to be an advisor—acquiring, building, and managing client relationships and providing tailored financial advice. Upon completion of key milestones, you’ll begin working in a financial center, delivering Bank of America’s core banking and investment solutions. Successful progress leads to ADP Financial Advisor (ADPFA) and ultimately to a Merrill Financial Advisor position.

• Displays confidence in a sales role
• Builds strong client relationships through effective communication and collaboration
• Shows 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

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously
• Subject to SAFE Act registration requirements; must register and maintain SAFE Act registration

Shift: 1st shift (United States of America). Hours per week: 40.

7110 Harrison Rd, Harrison Crossing, VA 9019.

Hourly pay: $28.85 – $33.65 (based on experience, education, and skill set). This role is compensated with a base salary and is not incentive eligible.

• Industry‑leading benefits including paid time off
• Resources and support to help employees make a genuine impact and contribute to sustainable growth