Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - El Paso, TX

About the role

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, including the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will develop foundational skills to advise clients on their complex financial needs, offering holistic guidance and solutions to help them achieve their life goals. This role is phone-based and focuses on identifying broader product and service solutions for investment, savings, and liability management.

You will demonstrate knowledge of investments and financial markets, applying key principles to meet individual client needs while aligning Merrill and Bank of America products and services where appropriate. This role serves as a pathway to becoming a Merrill Financial Advisor, with structured training and development opportunities.

Responsibilities

• Provide holistic financial advice and guidance to clients, identifying solutions for investment, savings, and liability management.
• Apply knowledge of investments and financial markets to address individual client investment needs.
• Align Merrill and Bank of America products and services with client goals.
• Work with affluent and high-net-worth clients to identify needs, develop relationships, review investment goals, and prepare recommendations.
• Deliver end-to-end comprehensive advice, conduct client reviews, and recommend strategies to help clients achieve financial goals.
• Collaborate with core banking and investment partners to connect clients with solutions across Bank of America and Merrill.
• Manage a portfolio of clients by providing exceptional care with industry-leading products, services, and education.
• Leverage relationships with one in every two U.S. households to grow your business.
• Obtain required Securities Industry licenses (SIE within 60 days, Series 7 and 66 within 120 days of hire).

Requirements

• Confidence working in a sales role.
• Ability to build strong client relationships through effective communication and collaboration.
• Proactive mindset and effective time management.
• Results-driven mindset with a focus on prioritizing client interests.
• Ability to identify appropriate client solutions by applying new information and learnings.
• Application of relevant regulatory due diligence in daily activities and long-term client strategies.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired).
• Ability to learn and adapt to new technology or applications.
• Capability to execute multiple tasks simultaneously.

Training & Development

• Structured lessons and dedicated study time to earn SIE, Series 7, and Series 66 licenses.
• World-class training and onboarding programs to set you up for success.
• One-on-one coaching from Academy managers invested in your success.
• Defined consultative approach to systematically identify client needs and solutions.
• Ongoing professional development to deepen skills and optimize your practice.
• Opportunities to connect with experts, including small business consultants, mortgage lenders, and investment advisors.

Benefits

• Unlimited potential for financial growth.
• Strong referral base from across the business through relationships with one in every two U.S. households.
• Robust marketing support to reach wider audiences.
• Culture that values diversity, inclusion, and continuous learning.
• Access to advanced tools, technology, and ways of working to meet evolving client needs.

Schedule

Full-time position (40 hours per week) on the 1st shift.

This position is subject to SAFE Act registration requirements, including background checks and federal registry registration for employees engaged in residential loan mortgage originations.