Bank of America Financial Solutions Advisor Trainee (Opportunity to obtain Series 7 – Class of 2019) in Hunt Valley, Maryland

Job Description:

The primary role of the Financial Solutions Advisor Trainee is to acquire the necessary licenses and training to become a Financial Solutions Advisor. In addition to studying and acquiring 7 & 66 licenses (63 & 65 in lieu of 66), FSA Trainees will be required to complete the new hire training program, including classroom and on the job training activities. Once a FSA Trainee acquires all required licenses, completes training activities and passes all proficiency assessments, they will transition into a full time Financial Solutions Advisor. 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.

Financial Solutions Advisors help clients meet their financial needs and life priorities through the delivery of holistic investment advice and banking strategies. As a Financial Solutions Advisor, you do not have to build a book from scratch – you deepen relationships with existing Merrill Edge investment clients and Bank of America banking clients. Variable compensations is earned through the quality of the advice you deliver, the satisfaction of the clients who work with you and the relationships you deepen.

You will:

  • Have the opportunity to make a meaningful difference in the financial lives of others

  • Deepen client relationships by delivering world-class customer care and investment expertise

  • Learn to deliver holistic financial advice and investment solutions to meet the needs of clients

  • Earn a competitive base salary with opportunities for uncapped earning potential and career growth in a fast-pace culture

The Ideal Candidate is:

  • Highly self-motivated and goal-orientated

  • Client-focused with a passion for excellence and positive team attitude

  • Eager to join a company awarded for Outstanding Customer Service Experience 6 years in a row by JD Power₁

  • Committed to earn the Series 7 & 66 securities licenses within 90-120 days


  • Nationally recognized New Hire Training Program, with 4-5 months of full time paid training

  • Pay for performance bonuses

  • Top tier benefits through Bank of America – such as 401k match, medical/dental, tuition reimbursement, childcare assistance, paid vacation time

  • Access to Employee Networks such as: Women’s Leadership, LGBT Pride, Black Professionals, Asian Leadership, Military Support Awareness, Inter-Generational, Disability Advocacy and many others

Qualifications Required:

  • Series 7 and Series 66 (or both the 63 and 65) is required; if not currently held, Series 7 & 66 must be obtained within 120 days

  • Communicate effectively

  • Strong computer skills with an ability to multitask in a fast paced environment

  • Requires basic knowledge of the organization, products and/or services

  • Ability to adapt and seek solutions for customers in a fast-paced environment

  • Bachelor’s degree, or 1-2 years relevant work experience


  • Graduation date between December 2018 through June 2019

  • Participation in the 2018 Advisor Development Summer Analyst Program

  • Proven ability to meet and exceed sales, productivity and quality monitoring goals

  • Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy

  • Excellent interpersonal, leadership and oral/written communication skills

  • Strong organizational and teamwork skills

  • Capable of multi tasking and working efficiently under stress and high volume

  • Demonstrated passion and interest in financial markets

  • Financial services industry experience

Merrill Edge is unable to consider candidates that will require visa sponsorship now, or in the future, for this specific role.

Posting Date : 07/20/2018

Location :

Chandler, AZ, 2555 W. CHANDLER BLVD., 2555 W CHANDLER BLVD,

Jacksonville, FL, JACKSONVILLE 4, 4803 DEER LAKE DR W,

Rolling Meadows, IL, 1600 Golf Rd (IL3511),



  • United States

Travel : No

Full / Part-time : Full time

Hours Per Week : 40

Shift : 1st shift

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