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Advisor Development Program- Financial Solutions Advisor Trainee - Garden City, NY at Merrill Lynch

Advisor Development Program- Financial Solutions Advisor Trainee - Garden City, NY

Merrill Lynch Garden City, NY Full Time

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Trainee in the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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 focus on client care. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role located in a Merrill Office.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor.  The FSA Trainee in the Advisor Development Program role provides the opportunity to pursue a career within Merrill Wealth Management.  

The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor Trainee, you can look forward to

  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • Robust marketing support to reach wider audiences with greater appeal. 
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
  • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

You’re the kind of person that (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.

You’ll be even more prepared if you have (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.

We’re a culture that

  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0 -->

Job Description:

At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Trainee in the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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 focus on client care. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role located in a Merrill Office.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor.  The FSA Trainee in the Advisor Development Program role provides the opportunity to pursue a career within Merrill Wealth Management.  

The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor Trainee, you can look forward to

  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • Robust marketing support to reach wider audiences with greater appeal. 
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
  • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

You’re the kind of person that (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.

You’ll be even more prepared if you have (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.

We’re a culture that

  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description: At Bank of America, we’re creating real, meaningful relationships with individuals and businesses across the country. Each day, we connect with 67 million clients through a growing specialist workforce and our world-class digital platform. With each relationship and connection, we are looking to provide care and guidance for our clients when they need us most – whether they are just starting out, buying a home, building a family or planning for retirement. As part of our commitment, we are looking for the next generation of Financial Advisors—those with a passion for growing a long-term career and a drive to make our clients’ financial lives better.

If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America’s Advisor Development Program and become an investment specialist in one of over 4,000 financial center locations nationwide. From day one, you will receive training from our-award winning Academy at Bank of America, including hands-on practice, personalized coaching and dedicated support throughout your on-boarding experience. The Academy offers a defined path to becoming an advisor through a multi-stage training program, one that provides you with the necessary experience and skills to succeed in your role and throughout your career journey.

As a Financial Solutions Advisor Trainee in the Advisor Development Program, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes 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 focus on client care. We will equip you with everything you need as you move through the stages of development and move into the Merrill Financial Advisor role located in a Merrill Office.

During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as a FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor.  The FSA Trainee in the Advisor Development Program role provides the opportunity to pursue a career within Merrill Wealth Management.  

The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. 

We’ll help you

  • Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
  • Get training and one-on-one coaching from Academy managers who are invested in your success.
  • Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
  • Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
  • Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
  • Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
  • Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill Lynch to meet virtually all of their financial needs.

As an Advisor Development Program Financial Solutions Advisor Trainee, you can look forward to

  • Unlimited potential for financial growth.
  • A strong referral base from across the business through our relationship with one in every two households.
  • Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
  • Robust marketing support to reach wider audiences with greater appeal. 
  • Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
  • Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors.

You’re the kind of person that (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.

You’ll be even more prepared if you have (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.

We’re a culture that

  • Believes in responsible growth and has a proven dedication to supporting the communities we serve.
  • Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
  • Believes diversity makes us stronger, so we can reflect, connect to and meet the diverse needs of our clients and customers around the world.
  • Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.

Shift:

1st shift (United States of America)

Hours Per Week: 

40
 

Recommended Skills

  • Banking
  • Finance
  • Mortgage Loans
  • Wealth Management
  • Customer Relationship Management
  • Securities (Finance)
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