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Trainee Financial Solutions Advisor who will obtain SIE, Series 7 and Series 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, and register under SAFE Act before working in a financial center.

Acquire and deepen relationships with high-net-worth clients, lead client management and business development, deliver integrated wealth, credit and banking solutions, ensure client retention, collaborate with internal specialists, and promote digital adoption. May originate residential mortgages and must comply with SAFE Act registration when applicable.

Trainee role in a centralized advisor development program to obtain SIE, Series 7 and 66 licenses, learn advisory skills, and provide phone-based holistic financial guidance. Build client relationships, identify solutions, recommend Merrill and Bank of America products, and progress toward a Merrill Financial Advisor role through training, coaching, and development programs.

The role involves becoming a Financial Advisor by developing client relationships, managing investments, and recommending solutions based on clients' financial goals.

The Financial Solutions Advisor provides customized advice to clients, builds financial plans, recommends products, and ensures compliance with the SAFE Act.

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