Advisor Development Program - Financial Solutions Advisor Trainee; Centralized - Redding

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 with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.

At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program
, your journey begins by 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.

The Financial Solutions Advisors in the centralized segment are phone‑based licensed advisors (obtaining series 7 and 66 required). They provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client’s investment needs.

Additionally, they align Merrill and Bank of America products and services where appropriate.

• Build a successful career at Bank of America through world‑class training and onboarding 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 Securities Industry Essentials (SIE), Series 7 and Series 66 licenses through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired and your Series 7 and Series 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.
• 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.

• 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.
• O…