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- Tasks: Become a Financial Solutions Advisor, guiding clients through their financial journeys.
- Company: Join Merrill Wealth Management, a leader in comprehensive wealth management and investment services.
- Benefits: Enjoy unlimited financial growth potential, robust marketing support, and ongoing professional development.
- Why this job: This role offers a unique chance to build client relationships and make a real impact on their financial lives.
- Qualifications: Confidence in sales, strong relationship skills, and a proactive mindset are essential.
- Other info: You'll receive extensive training and support to earn your financial licenses and advance your career.
The predicted salary is between 28800 - 43200 £ per year.
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Advisor Development Program – Financial Solutions Advisor Trainee (Centralized) – Bristol, TN, Bristol
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Client:
Bank of America
Location:
Bristol, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
d7a8cc86778a
Job Views:
5
Posted:
25.08.2025
Expiry Date:
09.10.2025
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Job Description:
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 Merrill\’s investment insights coupled with Bank of America’s banking convenience.
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 diverse backgrounds, bringing unique perspectives, ideas, and experiences, creating a culture-driven, resilient, results-focused, and effective work environment.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins with obtaining your Securities Industry licenses, including dedicated classes for Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. After obtaining your licenses, you will learn foundational skills needed to be an advisor—building and managing client relationships, considering complex financial pictures, and guiding clients with advice and solutions to help them live their best financial lives, humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors providing clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management needs. They demonstrate knowledge of investments and financial markets and apply key principles appropriate to individual client needs, aligning Merrill and Bank of America products where suitable. We will provide all necessary training as you progress through the stages of development toward the Merrill Financial Advisor role.
During this stage, you will receive training and guidance through a defined path to become a financial advisor. You will have opportunities to work with both affluent and high-net-worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations aligned with client objectives. Once you demonstrate success as an FSA, you will typically progress into the Merrill Financial Solutions Advisor (MFSA) role. This program offers a pathway to a career within Merrill Wealth Management.
The Academy supports your journey with dedicated programs, tools, and resources throughout your career.
We’ll help you:
- Build a successful career at Bank of America through world-class training and onboarding programs.
- Get training and coaching from Academy managers invested in your success.
- Grow your business knowledge using a consultative approach to identify client needs and solutions.
- Earn your Security Industry Essentials (SIE), Series 7, and Series 66 licenses through structured lessons. You must obtain your SIE within 60 days of hire and Series 7 & 66 within 120 days.
- Build your network by interacting with banking customers, small business owners, and high-net-worth clients, leveraging our relationships to grow your business.
- Provide comprehensive advice, deliver client reviews confidently, and recommend strategies to meet financial goals.
- Collaborate with banking and investment partners to meet clients’ financial needs through Bank of America and Merrill solutions.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment, you can look forward to:
- Unlimited potential for financial growth.
- A strong referral base across the business.
- Managing a client portfolio with industry-leading products and services.
- Robust marketing support to reach wider audiences.
- Ongoing professional development to deepen your skills.
- Opportunities to connect with experts like small business consultants, mortgage lenders, and investment advisors.
We’re a culture that:
- Believes in responsible growth and community support.
- Provides continuous training and development opportunities.
- Values diversity to reflect and meet the needs of our diverse clients.
- Is committed to advancing tools, technology, and client-focused ways of working.
Required Qualifications:
- Confidence in sales roles
- Strong client relationship skills
- Proactive mindset and effective time management
- Results-driven with a focus on client interests
- Ability to identify client solutions and apply regulatory due diligence
Desired Qualifications:
- Bachelor’s degree or at least one year of financial services or sales experience
- Ability to learn and adapt to new technology
- Multitasking skills
This position requires SAFE Act registration, including background checks and registration process compliance.
Shift: 1st shift (United States of America)
Hours Per Week: 40
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Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bristol, TN employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bristol, TN
✨Tip Number 1
Familiarise yourself with the financial products and services offered by Merrill Wealth Management. Understanding their offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Bank of America and Merrill. Engaging with them can provide valuable insights into the company culture and expectations, which can be a game-changer during your application process.
✨Tip Number 3
Prepare for potential situational interview questions by practising how you would handle various client scenarios. This will showcase your problem-solving skills and your ability to build client relationships effectively.
✨Tip Number 4
Stay updated on current financial trends and market conditions. Being knowledgeable about the industry will help you engage in meaningful conversations during interviews and show that you're proactive about your professional development.
We think you need these skills to ace Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bristol, TN
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience and skills that align with the Financial Solutions Advisor role. Emphasise any sales experience, client relationship skills, and your proactive mindset.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the Advisor Development Program. Mention why you are interested in Merrill Wealth Management and how your background makes you a suitable candidate.
Highlight Relevant Qualifications: Clearly state any qualifications or experiences that meet the job requirements, such as a Bachelor’s degree or previous financial services experience. If you have any certifications or licenses, be sure to include them.
Showcase Your Soft Skills: In your application, highlight soft skills like effective time management, adaptability to new technology, and your ability to identify client solutions. These are crucial for success in the Financial Solutions Advisor role.
How to prepare for a job interview at Bank of America
✨Understand the Role
Make sure you thoroughly understand the responsibilities of a Financial Solutions Advisor. Familiarise yourself with the key skills required, such as client relationship management and financial product knowledge, so you can demonstrate your suitability during the interview.
✨Showcase Your Sales Skills
Since confidence in sales roles is crucial for this position, prepare examples from your past experiences where you've successfully sold a product or service. Highlight your proactive mindset and how you effectively managed your time to achieve results.
✨Demonstrate Client-Centric Thinking
Be ready to discuss how you would identify client needs and provide tailored solutions. Use specific examples to illustrate your ability to put clients first and how you’ve built strong relationships in previous roles.
✨Prepare for Regulatory Questions
As this role involves compliance with regulations, be prepared to answer questions about your understanding of regulatory due diligence. Familiarise yourself with relevant regulations in the financial services industry to show your commitment to ethical practices.