Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center
About the role
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining your Securities Industry licenses, including dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once licensed, you will learn the foundational skills needed to be an advisor—acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives.
You will humanize financial interactions and, upon reaching key milestones, work in a financial center delivering Bank of America’s core banking, investment solutions, and client care approach. The program equips you with everything needed as you progress through development stages.
After demonstrating success as a licensed ADP Financial Solutions Advisor Stage I, you will typically advance to the next stage as a Merrill Financial Advisor Development Program – Financial Advisor (ADP FA). In this role, you will transition to a local Merrill Wealth Management office and begin building a portfolio of affluent and high-net-worth clients. Successful performance may lead to further progression within ADP, with the ultimate goal of becoming a core Merrill Financial Advisor. The Academy provides dedicated programs, tools, and resources to support your career journey.
Requirements
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating 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 (desired)
- Executes multiple tasks simultaneously (desired)
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. You will be required to complete the SAFE Act background check and registration process. Failure to maintain SAFE Act registration may result in immediate termination. Certain criminal histories may restrict or prohibit hiring for this role under laws or regulations including FDIC, SAFE Act, Loan Originators, and FINRA.
Schedule
1st shift (United States of America), 40 hours per week.