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.
Job Description:
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:
Desired skills:
Shift:
1st shift (United States of America)Hours Per Week:
40Learn more about this role
[Music in background throughout]
[Bank of America® logo shown periodically throughout]
At Bank of America, I get to make a difference every day.
On screen copy:
Advisor Training Programs
On screen disclosure:
Please see important information at the end of this video.
As an Advisor, my job is to advise my clients on their investment goals and match them with the right portfolio and specialists to help them pursue those goals.
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Advise clients on their investment goals in order to pursue those goals
I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child’s college education. I match my knowledge of financial markets and investment products with clients’ individual investment needs.
A key part of my role is accomplishing performance goals through consultative, needs-based analysis and organized follow-up with my clients.
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Accomplishing performance goals through needs-based analysis and client follow-up
When I first started, I had a lot to learn about the investment world and compliance standards but I was equipped with the tools and training I needed to succeed.
In my last job, I worked mostly on my own. Here, I get to work in a team environment every day.
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Team environment
I even get some of my best referrals from my teammates. And since I work with people in so many different departments, I’m able to build connections and learn more about other roles. Everyone here is really supportive of your career growth.
I meet with my manager on a regular basis to talk about my goals, and she gives me advice for how to make them a reality.
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Regular meetings with your manager to make your goals a reality
As an Advisor, you will participate in the award-winning Academy at Bank of America.
On screen copy:
Trained by the award-winning Academy at Bank of America
Brandon Hall Gold Award for “Learning and Development”
From my first day to today, the Academy has equipped me with all the resources I needed to be successful in acquiring my Security Licenses. I was provided with dedicated study time, training, and support
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While studying for Security Licenses, the Academy at Bank of America provides:
● Dedicated study time
● Training
● Support
while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
On screen copy:
● Securities Industry Essentials
● Series 7
● Series 66
I’m hoping to move into a leadership role in the future and I feel I’ll be able to make this a reality, thanks to my manager and the people around me.
And it’s that kind of support that makes it so easy to support my clients every day. We all have goals. Pursue yours at Bank of America and Merrill.
On screen copy:
Bank of America® logo
Learn more: bankofamerica.com/Careers
On screen disclosures:
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religion, color, sex, sexual orientation, gender, gender identity, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity and affirmative action, in accordance with all applicable federal, state, provincial and municipal laws.
Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as “MLPF&S” or “Merrill”) makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation (“BofA Corp.”). MLPF&S is a registered broker-dealer, registered investment adviser, Member SIPC and a wholly owned subsidiary of BofA Corp.
Investment products:
Are Not FDIC Insured |
Are Not Bank Guaranteed |
May Lose Value |
©2024 Bank of America Corporation. All rights reserved.
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MAP-7261961 Exp-5/19/26
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