Advisor Development Program - Financial Solutions Advisor - 82nd & Johnson Creek Financial Center
About the role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining your Securities Industry licenses, receiving dedicated study time for SIE, Series 7, and Series 66 exams. Once licensed, you will develop foundational advisor skills, including client relationship building, complex financial planning, and providing personalized advice.
Responsibilities
- Obtain Securities Industry licenses
- Build strong client relationships through effective communication and collaboration
- Manage client portfolios and provide financial advice
- Apply regulatory due diligence in daily activities and client strategies
- Work towards becoming a Merrill Financial Advisor
Requirements
- Confidence in a sales role
- Proactive mindset and effective time management
- Results-driven and prioritizes client interests
- Identify appropriate client solutions
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Qualifications
- Bachelor’s degree and/or at least one year of financial services industry or sales experience
Skills
- Effective communication and collaboration
- Client relationship building
- Complex financial planning
- Personalized financial advice
- Regulatory due diligence
- Technology adaptation
- Task execution
Benefits
The position offers an in-office culture with flexible options based on role-specific considerations. Merrill Wealth Management values diversity and provides opportunities for growth and development through the Advisor Development Program.
Pay
The pay range for this position is not specified, but it is commensurate with experience.
Schedule
The shift is 1st shift (United States of America) with 40 hours per week.