Advisor Development Program - Financial Solutions Advisor Trainee: Westlink Financial Center

Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I)

Provide clients with wealth management advice and solutions while working in a financial center, delivering Bank of America’s core banking and investment services.

• Obtain Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, Series 66) with dedicated study time.
• Undergo foundational training to acquire, build, and manage client relationships.
• Assess clients’ financial pictures and develop solutions to help them achieve their financial goals.
• Humanize financial interactions and provide personalized guidance.
• Deliver core banking, investment solutions, and client care in a financial center.
• Progress to the next ADP stage (Financial Advisor) and continue to build a portfolio of affluent and high‑net‑worth clients in a Merrill Wealth Management office.

• Confidence in a sales role.
• Strong client relationship building through effective communication and collaboration.
• Proactive mindset and effective time management.
• Results‑driven mindset that prioritizes client interests.
• Ability to identify appropriate client solutions through application of learnings and new information.
• Knowledge of relevant regulatory due diligence and long‑term client strategy development.

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

1st shift (United States of America)

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