Advisor Development Program - Financial Solutions Advisor Trainee; Centralized - Salt Lake Cit

Financial Solutions Advisor – Advisor Development Program (Centralized Segment)

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining Securities Industry licenses (SIE, Series 7, and Series 66). Once you obtain your licenses, you will receive training to acquire, build, and manage client relationships, assess complex financial pictures, and provide holistic financial advice and solutions that meet clients’ goals.

Financial Solutions Advisors are phone‑based licensed advisors who provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management needs. You will align Merrill and Bank of America products and services, and after successful completion, progress into the next stage as a Merrill Financial Solutions Advisor.

• Obtain and maintain the required securities licenses (SIE, Series 7, and Series 66) within the specified timelines.
• Build client relationships, review investment goals, and prepare investment recommendations aligned with client objectives.
• Provide end‑to‑end comprehensive financial advice, deliver client reviews and presentations with confidence, and recommend strategies to help clients achieve their goals.
• Collaborate with core banking and investment partners to connect clients to all solutions across Bank of America and Merrill.
• Participate in training and coaching programs within the Academy to grow business knowledge and refine consultative approach.
• Maintain regulatory compliance, including applying relevant due diligence and adhering to SAFE Act requirements.

• World‑class training and onboarding programs.
• One‑on‑one coaching from Academy managers.
• Defined consultative approach to identify and address client needs.
• Structured lessons and dedicated study time to earn SIE, Series 7, and Series 66 licenses.
• Opportunity to build a network through interactions with banking customers, small‑business owners, and higher net‑worth clients.
• Robust marketing support and ongoing professional development.
• Unlimited potential for financial growth and a strong referral base.

• Confidence in a sales role.
• Strong client relationship building through effective communication and collaboration.
• Proactive mindset and effective time management.
• Results‑driven mindset prioritizing client interests.
• Ability to identify appropriate client solutions using new information.
• Understanding of regulatory due diligence in client strategy creation.

• Bachelor’s degree and/or at least one year of financial services or sales experience.
• Quick learner who adapts to new technology or applications.
• Ability to execute multiple tasks simultaneously.

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

1st shift (United States of America)

40 hours per week