Advisor Development Program - Financial Solutions Advisor Trainee: Harrison Crossing

Role Specifics

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins by obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.

Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.

Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients.

As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor.

The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.

Required Qualifications

• Displays confidence working in a sales role
• Buils 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

Desired Qualifications

• Bachelor’s degree and/or a minimum of 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