Advisor Development Program Financial Solutions Advisor Trainee-Elmhurst South, IL
Company: Bank of America
Location: Elmhurst
Posted on: May 14, 2022
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Job Description:
Advisor Development Program Financial Solutions Advisor
Trainee-Elmhurst South, ILElmhurst, Illinois**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.As a **Financial Solutions Advisor Stage I (FSA
I)** , 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 approach to client care. We will equip you with
everything you need as you move through the stages of
developmentOnce you have demonstrated success as a licensed
Financial Solutions Advisor Stage I, you will typically progress
into the next role, Financial Solutions Advisor Stage II, where you
will continue to practice the skills you've learned by growing and
deepening relationships within a portfolio of clients. As a
successful Financial Solutions Advisor Stage II, you will have the
opportunity to advance in many roles within Bank of America and
Merrill. 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.**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 to meet virtually all of their
financial needs.**As a Financial Solutions Advisor Stage I, 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.**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.**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.**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.**Job Band:**H6**Shift:**1st
shift (United States of America)**Hours Per Week:**40**Weekly
Schedule:**?Monday-Friday with rotating Saturdays**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.As a **Financial Solutions Advisor Stage I (FSA I)** , 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 approach
to client care. We will equip you with everything you need as you
move through the stages of developmentOnce you have demonstrated
success as a licensed Financial Solutions Advisor Stage I, you will
typically progress into the next role, Financial Solutions Advisor
Stage II, where you will continue to practice the skills you've
learned by growing and deepening relationships within a portfolio
of clients. As a successful Financial Solutions Advisor Stage II,
you will have the opportunity to advance in many roles within Bank
of America and Merrill. 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.**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 to meet virtually all of their
financial needs.**As a Financial Solutions Advisor Stage I, 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.**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.**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.**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.**Shift:**1st shift (United
States of America)**Hours Per Week:**40Learn more about this
roleTranscript?At Bank of America, I get to make a difference every
day.**On screen copy:**Merrill Financial Solutions
AdvisorDisclosure: Please see important information at the end of
this video.**On screen copy:**Advise clients on their investment
goals in order to pursue those goalsAs a Merrill Financial
Solutions 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.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.**On screen copy:**Accomplishing performance goals through
needs-based analysis and client follow-upA key part of my role is
accomplishing performance goals through consultative, needs-based
analysis and organized follow up with my clients.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.**On screen copy:**Team environmentIn my last
job, I worked mostly on my own. Here, I get to work in a team
environment every day. 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.**On screen copy:**Regular meetings with your manager to
make your goals a realityI 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.**On screen copy:**Trained by the award-winning
Academy at Bank of America2019 Brandon Hall Gold Award for "Best
Launch of a Corporate Learning University"As a Merrill Financial
Solutions Advisor, you will participate in the award-winning
Academy at Bank of America.From my first day to today, the Academy
ha
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