Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Greensboro, NC

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Financial Solutions Advisor role within the centralized segment of the Advisor Development Program begins with obtaining Securities Industry licenses, followed by training in foundational advisory skills such as client relationship management, financial planning, and investment solutions. Once licensed, you will join the centralized team as a phone-based advisor providing holistic financial advice, identifying investment, savings, and liability management solutions tailored to clients’ needs. The program includes structured training, coaching, and resources designed to support your progression toward becoming a Merrill Financial Advisor.

Responsibilities

• Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses within 60 days (SIE) and 120 days (Series 7 and 66) of hire; Series 63 or 65 accepted in lieu of Series 66.
• Provide end-to-end comprehensive financial advice, including client reviews, presentations, and strategy recommendations to help clients achieve financial goals and life priorities.
• Identify and recommend investment, savings, and liability management solutions aligned with clients’ broader financial needs.
• Collaborate with core banking and investment partners to connect clients with Merrill and Bank of America solutions.
• Build and manage client relationships through consultative, goals-based planning and transparent communication.
• Leverage relationships with a broad client base, including affluent and high net worth individuals, to grow your practice.

Requirements

• Displays confidence working in a sales role.
• Builds strong client relationships through effective communication and collaboration.
• Demonstrates a proactive mindset, effective time management, and a results-driven approach.
• Prioritizes client interests and applies regulatory due diligence in daily activities and long-term strategies.
• Identifies appropriate client solutions using learned and new information.

Qualifications

• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
• Ability to learn and adapt to new technology or applications.
• Capacity to execute multiple tasks simultaneously.

This position is subject to SAFE Act registration requirements. Employees must register with the federal registry system, submit to a background check, and maintain good standing.