Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Northbrook, IL

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, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught 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. You will then join the centralized team as a Financial Solutions Advisor.

What you'll do

• Provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management needs
• Demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs
• Align Merrill and Bank of America products and services where appropriate
• 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
• 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 and connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs

Training & development

• Earn your SIE, Series 7 and Series 66 licenses (63 & 65 accepted in lieu of 66) through structured lessons and dedicated study time
• Receive training and one-on-one coaching from Academy managers who are invested in your success
• Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions
• After honing your skills and demonstrating success as an FSA, progress into the next stage as a Merrill Financial Solutions Advisor (MFSA)
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes
• Continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience

What you'll bring

• Confidence working in a sales role
• Ability to build strong client relationships through effective communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset with focus on prioritizing client interests
• Ability to identify appropriate client solutions through application of learnings and new information
• Ability to apply relevant regulatory due diligence in daily activities and creating long-term client strategies

Preferred 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
• Ability to execute multiple tasks simultaneously