Advisor Development Program
Company: Disability Solutions
Location: Allentown
Posted on: October 14, 2024
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Job Description:
Job Description:At Bank of America, we're guided by a common
purpose to help make financial lives better by connecting clients
and communities to the resources they need to be successful. Make a
difference where it counts by joining our industry-leading wealth
management team at Bank of America and Merrill. We're looking for
the next generation of financial advisors-those with a passion for
people and drive to make clients' financial lives better. You'll
advise and guide clients on how to achieve their financial goals.
Additionally, you'll be equipped with the expertise to support them
with personal investing tools and resources.Job Description:As an
Advisor Development Program Financial Solutions Advisor Stage I
(ADP FSA I), your journey begins 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. We will equip you with everything you need
as you move through the stages of development.Once you have
demonstrated success as a licensed ADP Financial Solutions Advisor
Stage I, you will typically progress onto the next stage of ADP as
a Merrill Financial Solutions Advisor (MFSA). In that role you will
transition to a local Merrill Wealth Management office and continue
to practice the skills you've learned in ADP by beginning to build
a new portfolio of affluent and high net worth clients. As a
successful MFSA, you will then have the opportunity to progress
further within ADP with the ultimate aim of becoming a core Merrill
Financial Advisor. 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.Required
skills:
Keywords: Disability Solutions, Scranton , Advisor Development Program , Accounting, Auditing , Allentown, Pennsylvania
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