Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. The Financial Solutions Advisor role within the centralized segment of the Advisor Development Program focuses on providing holistic financial advice and guidance to clients.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Receive dedicated and personalized classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
• 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 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
• Progress into the Merrill Financial Solutions Advisor (MFSA) role after demonstrating success as an FSA
• Collaborate with core banking and investment partners to connect clients to all of the solutions provided through Bank of America and Merrill to meet virtually all of their financial needs

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
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously
• Builds strong client relationships through effective communication and collaboration
• Displays 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

• Securities Industry licenses (SIE, Series 7, Series 66)
• Knowledge of investments and financial markets
• Ability to align Merrill and Bank of America products and services
• Experience with residential loan mortgage originations (SAFE Act registration required)

Skills

• Effective communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset and prioritization of client interests
• Identification of appropriate client solutions
• Regulatory due diligence

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
• Believes in responsible growth and supports the communities we serve
• Continuous training and developmental opportunities
• Commitment to advancing tools, technology, and ways of working

Pay

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

Schedule

This position is subject to a 1st shift schedule (United States of America) with 40 hours per week.