Advisor Development Program - Financial Solutions Advisor Trainee: North Monroe Financial Center - Tallahassee, FL

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—from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions.

You will help deliver Bank of America’s core banking, investment solutions, and client care approach while working in a financial center. The program equips you with everything needed as you progress through development stages. Upon demonstrating success, you will typically advance to the next stage as a Merrill Financial Advisor Development Program—Financial Advisor (ADP FA), transitioning to a local Merrill Wealth Management office to build a portfolio of affluent and high-net-worth clients. The ultimate aim is to become a core Merrill Financial Advisor, with the Academy providing dedicated programs, tools, and resources throughout your career.

Responsibilities

• Build and manage client relationships through effective communication and collaboration.
• Guide clients with advice and solutions tailored to their financial goals.
• Apply regulatory due diligence in daily activities and long-term client strategies.
• Deliver core banking and investment solutions in a financial center setting.
• Progress through development stages, demonstrating success to advance within the program.

Requirements

• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication.
• Demonstrates a proactive mindset and effective time management.
• Prioritizes client interests with a results-driven approach.
• Identifies appropriate client solutions using new information and learnings.
• Applies relevant regulatory due diligence in daily activities.

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

1st shift (United States of America), 40 hours per week.