Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Anchorage, AK Merrill Office

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Advisor Development Program prepares candidates for a career within Merrill Wealth Management, offering training and support through various stages of development.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Provide holistic financial advice and guidance to clients
• Identify and develop client relationships
• Review investment goals and prepare investment recommendations
• Collaborate with core banking and investment partners
• Connect clients to all of the solutions provided by Bank of America and Merrill
• Provide end-to-end comprehensive advice and deliver client reviews/presentations
• Recommend strategies to help clients achieve their financial goals and life priorities

Requirements

• Confidence working in a sales role
• Strong client relationships through effective communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset and prioritization of client interests
• Identification of appropriate client solutions through application of learnings and new information
• Applying relevant regulatory due diligence in daily activities and creating long-term client strategies

Qualifications

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

Desired Qualifications

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

Benefits

• Unlimited potential for financial growth
• A strong referral base from across the business
• Exceptional client care with industry leading products, services, and education
• Ongoing professional development to deepen skills and optimize practice
• Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors

Schedule

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