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

Role Specifics

• Obtaining Securities Industry licenses with dedicated study time for SIE, Series 7, and Series 66 Exams.
• Learning foundational skills for being an advisor, including acquiring, building, and managing client relationships.
• Guiding clients with advice and solutions to help them achieve their financial goals.
• Humanizing financial interactions and delivering Bank of America's core banking, investment solutions, and client care.
• Becoming a licensed ADP Financial Solutions Advisor Stage I and progressing to a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA).
• Building a portfolio of affluent and high net worth clients and eventually becoming a core Merrill Financial Advisor.

Required Qualifications

• Confidence working in a sales role.
• Strong client relationships through effective communication and collaboration.
• A proactive mindset and effective time management.
• A results-driven mindset prioritizing client interests.
• Identifying appropriate client solutions using learnings and new information.
• Applying relevant regulatory due diligence in daily activities and creating long-term client strategies.

Desired Qualifications

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

Shift

1st shift (United States of America)

Hours Per Week

40