Advisor Development Program - Financial Solutions Advisor Trainee: Fairview Financial Center

Job Overview 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. Responsibilities As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with 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. You will be expected to consistently demonstrate success as a licensed ADP Financial Solutions Advisor Stage I, and will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA), where you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by building a new portfolio of affluent and high net worth clients. A successful MFSA may then progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. 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 Bilingual Spanish Preferred 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 Regulatory Requirements 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 immediate termination. SHIFTS & LOCATION Shift: 1st shift (United States of America) Hours Per Week: 40 Location: US - NJ - Fairview – 307 Bergen Blvd – FAIRVIEW BC (NJ6152) Compensation and Benefits 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. #J-18808-Ljbffr Bank of America