Advisor Development Program - Financial Solutions Advisor Trainee: Boulevard Financial Center

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This program is designed to develop Financial Solutions Advisors who will work in a collaborative environment at Merrill Wealth Management offices, focusing on building and managing client relationships.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Learn and apply foundational skills for advising clients, including acquiring, building, and managing client relationships
• Deliver Bank of America’s core banking, investment solutions, and client care
• Progress through stages of development, starting as an ADP FSA I and potentially becoming a Merrill Financial Advisor

Requirements

• Confidence in a sales role
• Strong client relationship-building skills
• Proactive mindset and effective time management
• Results-driven and client-focused
• Ability to identify and implement appropriate client solutions
• Regulatory due diligence in daily activities and long-term client strategies

Desired Qualifications

• Bachelor’s degree and/or one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Pay

The pay for this position is competitive and commensurate with experience.

Schedule

This position is available on a 1st shift basis in the United States, with 40 hours per week.