Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Pepper Pike, OH

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses.

Responsibilities

• Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Learn the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions.
• Join the centralized team as a Financial Solutions Advisor.
• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time.
• Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
• Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help clients achieve their financial goals and life priorities.
• Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.

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
• Applies relevant regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications

• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Benefits

• Robust marketing support to reach wider audiences with greater appeal
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
• Opportunities to connect with experts including small business consultants, mortgage lenders and investment advisors

Pay

Compensation and benefits are competitive and commensurate with experience.

Schedule

1st shift (United States of America) Hours Per Week: 40