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Advisor Development Program - Financial Solutions Advisor Trainee - Concord Village Financial Center

Advisor Development Program - Financial Solutions Advisor Trainee - Concord Village Financial Center
St. Louis, MO
·
On-site
·
Full-time
·
1mo ago
Benefits & Perks
•Competitive salary and equity package
•Comprehensive health, dental, and vision insurance
•401(k) matching
•Generous paid time off and holidays
•Team events and activities
•Parental leave
•Equity
•Healthcare
•Parental Leave
Required Skills
TypeScript
Node.js
JavaScript
About Us
Bank of America provides people, companies, and institutional investors with industry-leading financial products and services.
Size: 10000+ employees
Industry: Financial Services
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 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:
- 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:
40
Email Address
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Client-provided location(s): St. Louis, MO
Job ID: Bank OfAmerica-JR-25043088
Employment Type: FULL_TIME
Posted: 2026-01-22T19:00:34
Apply on company site
Perks and Benefits
Health and Wellness
- FSA
- HSA
- Health Insurance
- Dental Insurance
- Vision Insurance
- Life Insurance
- Short-Term Disability
- Long-Term Disability
- Pet Insurance
- Mental Health Benefits
Parental Benefits
- Non-Birth Parent or Paternity Leave
- Birth Parent or Maternity Leave
- Adoption Assistance Program
- Adoption Leave
- Family Support Resources
Work Flexibility
Office Life and Perks
Vacation and Time Off
- Leave of Absence
- Personal/Sick Days
- Paid Holidays
- Paid Vacation
- Sabbatical
- Volunteer Time Off
Financial and Retirement
- 401(K) With Company Matching
- 401(K)
- Financial Counseling
Professional Development
- Tuition Reimbursement
- Internship Program
- Associate or Rotational Training Program
- Mentor Program
- Access to Online Courses
Diversity and Inclusion
Apply on company site
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About Bank of America

Bank of America
PublicA financial institution that offers credit cards, home loans, and auto loan services.
10,001+
Employees
Charlotte
Headquarters
$316B
Valuation
Reviews
3.7
10 reviews
Work Life Balance
4.0
Compensation
4.2
Culture
4.1
Career
4.0
Management
2.8
75%
Recommend to a Friend
Pros
Great benefits
Good work-life balance and flexible schedule
Positive team environment and culture
Cons
Micromanagement issues
Communication problems with management
High pressure to meet goals and sell products
Salary Ranges
16,604 data points
Mid/L4
VP
Mid/L4 · Analyst
1,221 reports
$101,827
total / year
Base
$92,457
Stock
-
Bonus
$9,370
$69,053
$151,516
Interview Experience
8 interviews
Difficulty
2.9
/ 5
Duration
21-35 weeks
Experience
Positive 0%
Neutral 88%
Negative 12%
Interview Process
1
Application Review
2
HireVue Video Interview
3
Recruiter/HR Screen
4
Technical Phone Screen
5
Final Round/Super Day
6
Team/Location Matching
Common Questions
Technical Knowledge
Behavioral/STAR
Coding/Algorithm
Past Experience
Culture Fit
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