Advisor Development Program - Financial Solutions Advisor Trainee: Bridgeton Carl's Corner

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This program aims to develop advisors who can provide personalized financial advice and solutions to clients.

Responsibilities

• Obtain Securities Industry licenses through dedicated study time for SIE, Series 7, and Series 66 exams.
• Learn and acquire foundational skills to become an advisor, including client relationship management, complex financial picture consideration, and advice provision.
• Work in a financial center to deliver Bank of America’s core banking, investment solutions, and client care.
• 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

• Displays confidence in a sales role.
• Buils strong client relationships through effective communication and collaboration.
• Shows a proactive mindset and effective time management.
• Demonstrates a results-driven mindset and prioritizes client interests.
• Identifies appropriate client solutions using learned knowledge and new information.
• Applies relevant regulatory due diligence in daily activities and long-term client strategies.

Desired Qualifications

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

Benefits

The program provides support through dedicated programs, tools, and resources throughout your career journey.

Pay

Details about pay are not specified in the job description.

Schedule

This position operates on a 1st shift schedule in the United States, with 40 hours per week.