Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Kennewick, WA

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 licensed, you will be taught foundational skills to acquire, build, and manage client relationships, consider complex financial pictures, and guide clients with advice and solutions to help them live their best financial lives.

Responsibilities

• Provide holistic financial advice and guidance to clients 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 individual client investment needs.
• Align Merrill and Bank of America products and services where appropriate.
• Work with both affluent and high net worth clients to identify needs, develop relationships, review investment goals, and prepare investment recommendations aligned with client goals.
• Deliver client reviews/presentations with confidence and recommend strategies to help clients achieve financial goals and life priorities.
• Collaborate with core banking and investment partners to connect clients to solutions through Bank of America and Merrill.
• Provide end-to-end comprehensive advice and manage a portfolio of clients with exceptional client care using industry-leading products, services, and education.

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.
• This position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing; failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.

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.

Training and 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.
• Obtain your SIE within 60 days of being hired and your Series 7 & 66 within 120 days.
• Receive training and one-on-one coaching from Academy managers invested in your success.
• Grow business knowledge using a defined consultative approach with clients to systematically identify needs and appropriate solutions.
• Build your network starting at a financial center, interacting with banking customers, small business owners, and higher net worth clients.
• Leverage relationships with one out of two households in the U.S. to help grow your business.
• Access robust marketing support to reach wider audiences with greater appeal.
• Engage in ongoing professional development to deepen skills and optimize practice as the industry evolves.
• Connect with experts including small business consultants, mortgage lenders, and investment advisors.

Benefits

• Unlimited potential for financial growth.
• A strong referral base from across the business through our relationship with one in every two households.
• Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
• Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.