Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Las Vegas Merrill Office

About the role

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.

What you'll do

• Join the centralized team as a Financial Solutions Advisor, providing phone-based 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
• Manage a portfolio of clients by providing exceptional client care with industry leading products, services, and education

Training & development

• 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 – you must obtain your SIE within 60 days of being hired and your Series 7 & 66 within 120 days
• Receive world-class 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
• Progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA) once you have honed your skills and demonstrated success as an FSA
• Access dedicated programs, tools and resources throughout your career journey
• 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

Requirements

• Displays confidence working in a sales role
• 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
• Must obtain SIE within 60 days of hire and Series 7 & 66 within 120 days
• Subject to SAFE Act registration requirements – must register with the federal registry system and remain in good standing; failure to obtain and/or maintain SAFE Act registration may result in immediate termination

Preferred 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

What you can expect

• 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
• Build your network starting at a financial center, interacting with banking customers, small business owners and higher net worth clients alike
• A culture that believes in responsible growth and is committed to advancing our tools, technology, and ways of working
• Continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience
• A culture that believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world