Advisor Development Program - Financial Solutions Advisor Trainee: North Toluca Lake Financial Center

Role Specifics

• Obtain Securities Industry licenses, including SIE, Series 7, and Series 66 Exams.
• Receive dedicated study time for licensing exams.
• Learn foundational skills for being an advisor, including acquiring, building, and managing client relationships.
• Guide clients with advice and solutions to help them achieve their financial goals.
• Humanize financial interactions and provide personalized service.
• Work in a financial center to deliver Bank of America's core banking, investment solutions, and client care.
• Equip with necessary tools and resources to support career growth.
• Progress through stages of development, starting as an ADP FSA I and potentially progressing to a Merrill Financial Advisor Development Program- Financial Advisor (ADP FA).
• Become a core Merrill Financial Advisor with continued support from the Academy.

Required Qualifications

• Displays confidence in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Shows a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client interests.
• Identifies appropriate client solutions using learned knowledge and new information.
• Applies relevant regulatory due diligence in daily activities and 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