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. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, you will begin by obtaining your Securities Industry licenses and then receive training to acquire the foundational skills needed to be an advisor.

Responsibilities

• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management needs.
• Align Merrill and Bank of America products and services where appropriate.
• Build and manage client relationships, considering a client’s complex financial picture and guiding them with advice and solutions.
• Work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients.
• Progress into the Merrill Financial Solutions Advisor (MFSA) role after demonstrating success as an FSA.

Requirements

• Displays confidence working in a sales role
• Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)
• Builds strong client relationships through effective communication and collaboration
• Demonstrates a proactive mindset and effective time management
• Demonstrates a results-driven mindset and prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Qualifications

Displays confidence working in a sales role
Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience (desired)
Builds strong client relationships through effective communication and collaboration
Demonstrates a proactive mindset and effective time management
Demonstrates a results-driven mindset and prioritizes client interests
Identifies appropriate client solutions through application of learnings and new information
Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Skills

Effective communication and collaboration skills
Proactive mindset and effective time management
Results-driven mindset and prioritization of client interests
Solution identification through application of learnings and new information
Regulatory due diligence in daily activities and creating long-term client strategies

Benefits

World-class training and on-boarding programs
One-on-one coaching from Academy managers
Growth in business knowledge through a defined consultative approach
Earn Security Industry Essentials (SIE), Series 7 and Series 66 licenses within 120 days
Networking opportunities with banking customers, small business owners, and higher net worth clients
End-to-end comprehensive advice and client reviews/presentations
Collaboration with core banking and investment partners

Pay

Details about pay are not specified in the job description.

Schedule

Details about the schedule are not specified in the job description.