Advisor Development Program - Financial Solutions Advisor Trainee; Centralized - Omaha, NE

Financial Solutions Advisor – Advisor Development Program (Centralized Segment)

As a Financial Solutions Advisor you will begin by obtaining and maintaining Securities Industry licenses. You will then receive dedicated training and guidance to acquire, build, and manage client relationships, evaluate complex financial situations, and provide holistic financial advice and solutions that align with clients’ goals.

• Acquire, build, and manage client relationships with both affluent and high‑net‑worth clients
• Identify client needs, develop relationships, review investment goals, and prepare investment recommendations that align with the clients’ objectives
• Provide end‑to‑end comprehensive advice and deliver client reviews and presentations with confidence
• Collaborate with core banking and investment partners to connect clients with all available solutions from Bank of America and Merrill
• Maintain a portfolio of clients and provide exceptional client care using industry‑leading products, services, and educational resources
• Apply regulatory due diligence and create long‑term client strategies

• Earn the Securities Industry Essentials (SIE) exam within 60 days of hire
• Earn Series7 and Series
  66 exams within 120 days of hire (Series
  63 & 65 acceptable in lieu of 66)
• Register with the federal SAFE Act system and meet ongoing regulatory requirements

• Confidence working in a sales role
• Strong client‑relationship skills through effective communication and collaboration
• Proactive mindset and effective time‑management skills
• Results‑driven mindset that prioritizes client interests
• Ability to identify appropriate client solutions through application of learnings and new information
• Experience applying regulatory due diligence in daily activities
• Desired:
  Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
• Desired:
  Familiarity with new technology or applications and the ability to execute multiple tasks simultaneously

• Comprehensive training and one‑on‑one coaching from Academy managers
• Opportunities to grow business knowledge through a defined consultative approach with clients
• Access to a robust marketing support network and a strong referral base from across the business
• Continuous professional development to deepen skills and optimize practice as the industry evolves
• Opportunity to connect with experts including small business consultants, mortgage lenders, and investment advisors

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

• This position may require SAFE Act registration for residential loan mortgage originations
• Employees must register and remain in good standing with the federal registry system