Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Center - Durham, NC (Spanish Speaking Preferred)

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. This position is subject to SAFE Act registration requirements.

Responsibilities

• Obtain Securities Industry licenses through dedicated study time for SIE, Series 7, and Series 66 Exams.
• Learn foundational skills for being an advisor, including acquiring, building, and managing client relationships.
• Deliver Bank of America's core banking, investment solutions, and client care in a financial center.
• Progress through stages of development, starting as an ADP FSA I, then transitioning to an MFSA, and potentially becoming a core Merrill Financial Advisor.

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Manages complexity, prioritizes tasks, and executes in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages time and incorporates relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• A bachelor’s degree, or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Skills

• None specified

Benefits

• Flexible schedule based on role-specific considerations.
• In-office culture with specific requirements for office-based attendance.
• Equipped with everything needed as you move through the stages of development.
• Dedicated programs, tools, and resources provided by the Academy throughout your career journey.

Pay

• Not specified

Schedule

• 1st shift (United States of America)
• 40 hours per week