**Job Description:**

At Bank of America, we’re guided by a common purpose to help make financial
lives better by connecting clients and communities to the resources they need
to be successful. Make a difference where it counts by joining our industry-
leading wealth management team at Bank of America and Merrill. We’re looking
for the next generation of financial advisors—those with a passion for people
and drive to make clients’ financial lives better. You’ll advise and guide
clients on how to achieve their financial goals. Additionally, you’ll be
equipped with the expertise to support them with personal investing tools and
resources.  

This position is subject to SAFE Act registration requirements. Pursuant to
the SAFE Act requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and remain in good
standing. Since your position requires SAFE Act registration, you will be
required to register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA
I), your journey begins 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 Solutions Advisor (MFSA). 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 MFSA, 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.

This position is subject to SAFE Act registration requirements. Pursuant to
the SAFE Act requirements, all employees engaged in residential loan mortgage
originations must register with the federal registry system and remain in good
standing. Since your position requires SAFE Act registration, you will be
required to register and to submit to the required SAFE Act background check
and registration process. Failure to obtain and/or maintain SAFE Act
registration may result in your immediate termination.

Required skills:  
• Sets and accomplishes goals, achieving whatever you put your mind to.  
• Is comfortable in a sales role, finding ways to nurture strong relationships
with prospective clients.  
• Communicates clearly and confidently with clients from all walks of life.  
• Works well with others and collaborates productively to get things done.  
• Can manage complexity, prioritize tasks and execute in a fast-paced
environment.  
• Likes to learn on your feet, adapting to new information and seeking the
right solutions for clients.  
• Efficiently manages your time and capacity.  
• Is thorough and will incorporate relevant regulatory due diligence into
daily to-do’s and long-term strategies for clients.  

Desired skills:  
• Strong computer skills with an ability to multitask in a demanding
environment.  
• A bachelor’s degree, or 1-2 years’ experience working in the financial
service industry and/or a sales environment where goals were met or exceeded.  
• Experience assessing client needs, identifying/recommending solutions, and
building/managing client relationships.

**Shift:**

1st shift (United States of America)

**Hours Per Week:  **

40



Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading.

This company is not affiliated with Joinrs as a partner.
 All available job offers can be found on their public website.
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Bank of America

Join Bank of America's wealth management team as a Financial Solutions Advisor Trainee. This role involves guiding clients to achieve their financial goals, starting with obtaining securities industry licenses and progressing through stages to become a Merrill Financial Advisor. The program offers dedicated support and resources for career development.

Advisor Development Program - Financial Solutions Advisor Trainee: Valley Fair Mall Financial Center

Summary