Advisor Development Program - Financial Solutions Advisor Trainee; Centralized): Dayton, OH

Advisor Development Program – Financial Solutions Advisor Trainee (Centralized):
Dayton, OH

Join to apply for the Advisor Development Program – Financial Solutions Advisor Trainee (Centralized):
Dayton, OH role at Bank of America.

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. We specialize in goals‑based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.

Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams combine Merrill’s investment insights with Bank of America’s banking convenience.

As a Financial Solutions Advisor in the centralized segment of the Advisor Development Program, you begin by obtaining Securities Industry licenses with dedicated classes for the Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. You will learn foundational advisor skills—acquiring, building, and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions.

Financial Solutions Advisors are phone‑based licensed advisors who provide clients with holistic financial advice by identifying broader product and service solutions that meet their investment, savings, and liability management needs. You will work with affluent and high net‑worth clients, develop relationships, review investment goals, and prepare investment recommendations.

After successfully completing the FSA stage, you typically progress to the next train‑and‑develop stage as a Merrill Financial Solutions Advisor (MFSA), opening a career path within Merrill Wealth Management.

• Build a successful career at Bank of America through world‑class training and onboarding programs.
• Receive training and one‑on‑one coaching from Academy managers.
• Grow business knowledge using a defined consultative approach.
• Earn SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time.
• Build a network by interacting with banking customers, small business owners, and high net‑worth clients.
• Provide end‑to‑end comprehensive advice and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners, connecting clients to all solutions offered through Bank of America and Merrill.
• Unlimited potential for financial growth.
• A strong referral base from across the business.
• Manage a client portfolio with industry‑leading products and services.
• Robust marketing support to reach wider audiences.
• Ongoing professional development.
• Opportunities to connect with experts such as small business consultants, mortgage lenders, and investment advisors.
• A culture that values responsible growth and supports communities.
• Continuous training and development opportunities.
• Diversity and inclusion at the core of our culture.
• Commitment to advancing tools, technology, and ways of working.

• 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 regulatory due diligence in daily activities and in 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.

Note:

This position is subject to SAFE Act registration requirements. Employees engaged in residential loan mortgage originations must register with the federal registry and maintain good standing. Failure to obtain or maintain registration may result in disciplinary action up to and including termination.

1st shift (United States of America)

40

• Internship

• Full‑time

• Other

• Banking