What’s Bank of America like in terms of their business, the role, and the work culture?

Well, the Advisor Development Program is all about helping you kickstart your career in wealth management. You’ll start by getting your Securities Industry licenses, like the SIE, Series 7, and Series 66. After that, you’ll learn the foundational skills to build and manage client relationships and guide them through their financial journeys. It’s a great way to get hands-on experience while you grow your skills!

Actually, you’ll get tons of support! The program is designed to equip you with everything you need as you progress. You’ll have dedicated study time for your exams, and once you’re licensed, you’ll receive guidance on building client relationships and navigating complex financial situations. Plus, the Academy offers tools and resources throughout your career journey to help you succeed.

So, they’re looking for someone who’s confident in a sales role and can build strong client relationships through good communication. You’ll need to have a proactive mindset, manage your time effectively, and prioritize client interests. It’s all about being results-driven and finding the right solutions for clients based on what you learn.

You’ll be working at the Norwich West Main Financial Center in Norwich, CT. It’s an in-office culture, which means you’ll be collaborating with your team and clients face-to-face, but there’s also some flexibility based on your role. It’s a great environment to learn and grow!

Once you’ve shown success as a licensed Financial Solutions Advisor, you’ll typically move on to the next stage as a Merrill Financial Solutions Advisor. From there, you’ll start building your own portfolio of affluent clients and continue practicing the skills you learned. The goal is to eventually become a core Merrill Financial Advisor, and you’ll have plenty of support along the way!