Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) – Wealth Management

Job Description

Advisor Development Program – Winston Salem Financial Solutions Advisor Trainee: Financial Center – Winston Salem, NC | Bank of America

The Tone:
This is a full-time role at Bank of America, located in Winston-Salem, NC. Merrill Wealth Management, a leading global provider, offers comprehensive wealth management and investment products and services for individuals, companies, and institutions. This position is vital for guiding clients through their financial lives, helping them plan for retirement, education, legacy, and other significant goals, ultimately enabling them to envision and achieve the life they desire.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Winston-Salem, NC

• Team: Merrill Wealth Management advisory team
• Mission: Guide clients in achieving their financial life goals by providing investment advice and foundational banking solutions.

What You’ll Actually Do
• Obtain: Complete Securities Industry Essentials (SIE), Series 7, and Series 66 Exams through a dedicated study program.
• Learn: Acquire foundational advisor skills, encompassing the acquisition, building, and management of client relationships, understanding complex financial pictures, and guiding clients with tailored advice and solutions to achieve their best financial lives while humanizing interactions.
• Deliver: Provide Bank of America’s core banking, investment solutions, and client care from a financial center, aligning with the company’s approach to client service.
• Build: Transition to a local Merrill Wealth Management office to practice learned skills by beginning to build a new portfolio of affluent and high net worth clients.
• Progress: Advance through the Advisor Development Program stages, supported by dedicated programs and resources, with the ultimate goal of becoming a core Merrill Financial Advisor.

The Must-Haves
• Background: Entry-Level. 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.
• Skills:
• Set and accomplish goals effectively, demonstrating determination.
• Nurture strong relationships with prospective clients in a sales environment.
• Communicate clearly and confidently with diverse clients.
• Manage complexity, prioritize tasks, and execute responsibilities efficiently.
• Learn new information readily, adapting to client needs, while also managing time and ensuring regulatory due diligence.
• Bonus: Strong computer skills.