Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Sioux Falls, SD

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, 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, including acquiring, building, and managing client relationships.
• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions.
• Align Merrill and Bank of America products and services where appropriate.
• Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66).
• Build your network by interacting with banking customers, small business owners, and higher net worth clients.
• 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 to connect clients to all of the solutions we provide through Bank of America and Merrill.

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.
• 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.

Benefits

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• 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

The pay for this role is competitive and commensurate with experience.

Schedule

This position is available on a 1st shift (United States of America) basis, with 40 hours per week.