Advisor Development Program - Financial Solutions Advisor Trainee: Pennsylvania Avenue
$28.85 - $33.65 per hourBank of America ATM
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. 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. Required Qualifications: Displays confidence working in a sales role Builds strong client relationships through effective communication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes client interests Identifies appropriate client solutions through application of learnings and new information Applies relevant regulatory due diligence in daily activities and creating long-term client strategies Desired Qualifications: Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneously 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. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - DC - Washington - 1001 Pennsylvania Ave Nw - Pennsylvania Avenue (DC9910) Pay and benefits information Pay range $28.85 - $33.65 hourly pay, offers to be determined based on experience, education and skill set. Predictable pay This role is compensated with a base salary and is not incentive eligible. Benefits This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve. Privacy Statement: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency:
$28.85 - $33.65 per hour
...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I),... ...US - DC - Washington - 1001 Pennsylvania Ave Nw - Pennsylvania Avenue (DC9910) Pay and benefits information...TraineeshipHourly payWork at officeLocal areaImmediate startShift workDay shift- ...advice and guidance. Merrill’s Financial Advisors and Wealth Management Client... ...collaboration, engagement, and career development. Our approach includes clear in-office... .... As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your...TraineeshipWork at officeLocal areaImmediate startShift workDay shift
- ...Merrill Advisor Development Program - Financial Advisor: Washington DC Market Washington, District of Columbia Additional locations × To proceed... ...internal specialists, and executing highly customized solutions to meet client needs Recommending investment...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift
$28.85 - $33.65 per hour
Bank of America is seeking candidates for the Advisor Development Program as a Financial Solutions Advisor Stage I. In this role, you'll obtain necessary licenses while developing essential client management skills. You will assist clients with their financial needs and...TraineeshipHourly pay$80k - $90k
...wealth‑management provider focused on goal‑based financial planning and investment products. The Merrill Advisor Development Program (MDP) offers a structured path to become a... ..., assess needs, and execute customized solutions. Recommend suitable investment products and...SuggestedInterim roleWork at officeImmediate startDay shift$66.56k - $99.32k
...opportunities and skill development are defining features... ...Job Description The Financial Advisor Associate (FAA) works... ...appropriate Wealth solutions Identifies opportunities... ...Identification Program (CIP) by collecting and... ...completion of the FAA Trainee program SIE & Series...TraineeshipTemporary workWork experience placementWork at officeLocal areaWork from homeFlexible hours$28.85 - $33.65 per hour
...Bank of America Financial Advisor At Bank of America, we are guided by a common purpose to help... ...comprehensive advice and customized solutions to clients to help them achieve their financial... ...6495 New Hampshire Ave - New Hampshire Avenue (MD9945)Pay and benefits informationPay...Hourly payTemporary workWork at officeShift workDay shift- Job Overview Financial Solutions Advisor Stage I (FSA I) - responsible for obtaining required securities industry licenses, building and managing... .... Participate in Academy training and one‑on‑one coaching programs. Required Qualifications Ability to obtain required...Monday to FridayShift workDay shift
- ...Description First Command Financial Advisors coach military families in... ...Comprehensive training and licensing program designed for veterans,... ...to accelerate professional development. Compensation: hourly wage... ...completion of the paid trainee program opens the door to becoming...TraineeshipHourly payTemporary workFor contractorsLocal areaHome office
- ...Overview Financial Advisor Careers at First Command: Shaping Positive Financial... ...and comprehensive training program designed for veterans,... ...the conclusion of the paid trainee program, First Command may offer... .... We offer professional development, including progressive leadership...TraineeshipHourly payMinimum wageTemporary workFor contractorsWork at officeLocal areaHome office
- ...Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors... ...training and licensing program designed for veterans, transitioning... ...your professional development. Compensation: As you begin... ...Successful completion of the paid trainee program opens the door to...TraineeshipHourly payTemporary workFor contractorsWork at officeLocal areaHome office
$45k - $100k
...applicants. Join a financial services firm... ...20,000 financial advisors across the U.S.... ...industry's top training program¹. Salary for... ...and professional development Key... ...investment and financial solutions to your clients?... ...program includes trainee pay, a supplemental...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;... ...Carolina; Allentown, Pennsylvania; Columbus, Ohio;... ...Experienced Advisor Program, competitive compensation... ...Deliver customized solutions and the full... ...complete the training and development needed to continue a...Work at officeShift workDay shift
- ...Financial Solutions Advisor - Washington DC Market Washington, District of Columbia;Rockville, Maryland; Bethesda, Maryland; Washington, District... ...that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations,...Temporary workWork at officeFlexible hoursShift workDay shift
$75k - $125k
...company’s success. As a Wealth Advisor within PNC Wealth... ...you to develop customized financial solutions that reflect each client’s... ...strategies, as well as the development of financial plans for clients... ...assistance, including select programs fully paid; a robust wellness...Full timeTemporary workPart timeWork experience placementWork at office- United Bank is seeking a Financial Advisor in Washington, DC, to provide comprehensive investment and insurance solutions. This role involves developing a referral pipeline, meeting clients, and analyzing their financial data to suggest appropriate products. Qualified...
- The Wealth Relationship Advisor SAFE Act is a seasoned... ..., contributing to the development of new techniques and... ...through the use of financial planning and excellent... ...through a select number of solutions using firm models &... ...insurance; and wellness programs. Citi also offers paid...Work at office
$28.85 - $33.65 per hour
Job Summary As a Financial Solutions Advisor Stage I (FSA I), you will begin by obtaining Securities Industry licenses (Securities Industry Essentials [SIE], Series 7, and Series 66). Once licensed, you will learn foundational skills to advise clients on their financial...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...move through the stages of development. Once you have... ...along the way with dedicated programs, tools, and resources throughout...Work at officeImmediate startMonday to FridayShift workDay shift
- ...common purpose to help make financial lives better through the... ...Join us! As a Financial Solutions Advisor Stage I (FSA I) , your journey... ...move through the stages of development. Once you have... ...along the way with dedicated programs, tools, and resources throughout...Work at officeImmediate startMonday to FridayShift workDay shift
- ...Advisor Trainee In Global Private Bank If you enjoy building relationships... ...helping develop innovative solutions while working in a fast-... ...Joining our Summer Analyst Program means you will be joining a... ...help clients achieve their financial goals by delivering the right...TraineeshipFull timeSummer workImmediate startVisa sponsorship
- Bank of America in Brentwood is looking for a Financial Solutions Advisor Stage I (FSA I). You will gain essential Securities Industry licenses and learn how to advise clients on financial matters effectively. The role includes obtaining federal securities licenses, managing...
- Bank of America is seeking a Financial Solutions Advisor Stage I (FSA I) in Alexandria, Virginia. The role involves obtaining necessary securities licenses, managing client relationships, and driving financial solutions for customers. Candidates should possess strong communication...
- ...offer the Finance & Accounting Internship Program for students passionate about... ...offered the opportunity to join the Finance Trainee Development Program after graduation and start their... ...curriculum, and through the support of a peer advisor and mentor. Education: Not specified...TraineeshipRotational programFull timeInternshipSummer internshipRelocationFlexible hours
$50k
...Join a financial services firm where your contributions are valued.... ...clients and 20,000 financial advisors across the U.S. and Canada, we... ...participation in the firm's Travel Award Program. All associates are eligible... ...seeking the right solutions for clients Comfortable in...Work at officeWork from homeHome officeFlexible hours$28.85 - $33.65 per hour
...Responsibilities Provide comprehensive advice and customized solutions to clients to help them achieve their financial goals. Triage client leads. Make referrals to business partners based on client needs and asset thresholds. Meet with clients to review financial and...Hourly payTemporary workShift workDay shift$50k - $100k
...Job Description The Financial Advisor works in concert with the retail... ...investment and insurance solutions for United Bank customers. An additional business development emphasis on making incremental... ...initiatives, mentoring and leadership programs. Please click here to...Contract workWork at office$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...Our award‑winning training programs equip you with the education, skill‑building, and development strategies you need to be successful... ...Trust Services • Retirement Solutions • Business Needs Analysis...Work at office- ...lead to real opportunity LPL Financial partners with banks to offer a... ...you to join the Investment Program at NASA Federal Credit Union as a Financial Advisor associated with LPL Financial.... ...Federal Credit Union for financial solutions. This position will offer:...Local area
$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial... ...Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be... ...Services Trust Services Retirement Solutions Business Needs Analysis...Full timeContract workFor contractorsWork at office
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