Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center
Company: Bank of America
Location: Syracuse
Posted on: April 2, 2026
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Job Description:
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. Required Qualifications: Displays confidence working in a
sales role Builds strong client relationships through effective
communication and collaboration Displays a proactive mindset and
effective time management Demonstrates a results-driven mindset and
prioritizes client interests Identifies appropriate client
solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and
creating long-term client strategies Desired Qualifications:
Bachelor’s degree and/or a minimum of one year of financial
services industry or sales experience Learns and adapts to new
technology or applications Executes multiple tasks simultaneously
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. Shift:
1st shift (United States of America) Hours Per Week: 40 Pay
Transparency details US - NY - Syracuse - 2334 James St - EASTWOOD
BC (NY7167) Pay and benefits information Pay range $28.85 - $33.65
hourly pay, offers to be determined based on experience, education
and skill set. Predictable pay This role is compensated with a base
salary and is not incentive eligible. Benefits This role is
currently benefits eligible. We provide industry-leading benefits,
access to paid time off, resources and support to our employees so
they can make a genuine impact and contribute to the sustainable
growth of our business and the communities we serve.
Keywords: Bank of America, Binghamton , Advisor Development Program - Financial Solutions Advisor Trainee: Eastwood Financial Center, Accounting, Auditing , Syracuse, New York
