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. The role involves providing holistic financial advice and guidance to clients through a centralized team of licensed advisors.
Responsibilities
- Obtain Securities Industry licenses (SIE, Series 7, Series 66)
- Provide clients with financial advice and guidance
- Identify and develop client relationships
- Review and prepare investment recommendations
- Collaborate with core banking and investment partners
- Manage a portfolio of clients
- Provide ongoing professional development
Requirements
- Confidence working in a sales role
- Strong client relationship building
- Proactive mindset and effective time management
- Results-driven mindset and prioritization of client interests
- Identification of appropriate client solutions
- Application of regulatory due diligence
Qualifications
- Bachelor’s degree and/or minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Skills
The ideal candidate should possess knowledge of investments and financial markets, and the ability to apply key principles to individual client needs. They should also have a strong understanding of regulatory requirements and be able to build a robust network of clients.
Benefits
Includes continuous training and developmental opportunities, robust marketing support, and opportunities to connect with experts in various fields.
Pay
Details about pay are not specified in the job description.
Schedule
The position is available on a full-time basis, with 40 hours per week.