Advisor Development Program - Financial Solutions Advisor Trainee: Monrovia Financial Center
Company: Bank of America
Location: Monrovia
Posted on: April 1, 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. 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. The following laws or
regulations restrict or prohibit the hiring of individuals with
certain specified criminal history for the position: FDIC; Safe
Act; Loan Originators; and FINRA. Role Specifics: 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:
Bilingual: Mandarin speaking preferred 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 Shift: 1st shift (United
States of America) Hours Per Week: 40 Pay Transparency details US -
CA - Monrovia - 230 S Myrtle Ave - MONROVIA BC (CA7114) 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, Montebello , Advisor Development Program - Financial Solutions Advisor Trainee: Monrovia Financial Center, Accounting, Auditing , Monrovia, California
