Advisor Development Program - Financial Solutions Advisor Trainee: Lynnhaven Parkway 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 addressing their complex financial needs and guiding them with tailored advice and solutions.

After reaching key milestones, you will work in a financial center delivering Bank of America’s core banking, investment solutions, and client care. The program equips you with the tools and resources to progress through development stages. Upon success as a licensed ADP Financial Solutions Advisor Stage I, you will typically advance to the Merrill Financial Advisor Development Program (ADP FA), transitioning to a local Merrill Wealth Management office to build a portfolio of affluent and high-net-worth clients. The ultimate goal is to become a core Merrill Financial Advisor, with the Academy providing ongoing support through dedicated programs, tools, and resources.

Responsibilities

• Build and manage client relationships through effective communication and collaboration.
• Guide clients in addressing their financial goals, including retirement, education, and legacy planning.
• Deliver investment advice and solutions tailored to clients’ complex financial needs.
• Apply regulatory due diligence in daily activities and long-term client strategies.
• Work in a financial center to provide core banking and investment solutions.
• Progress through development stages, demonstrating success to advance within the program.

Requirements

• Confidence in working in a sales role.
• Ability to build strong client relationships.
• Proactive mindset with effective time management.
• Results-driven approach, prioritizing client interests.
• Ability to identify appropriate client solutions using new information and learnings.
• Compliance with SAFE Act registration requirements, including background checks.

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.

Schedule

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