Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Carmel, IN

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Financial Solutions Advisor role within the centralized segment of the Advisor Development Program is designed to prepare you for a career within Merrill Wealth Management.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Receive dedicated and personalized classes for your exams
• Learn foundational skills for being an advisor, including acquiring, building, and managing client relationships
• Provide holistic financial advice and guidance to clients
• 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
• Progress into the Merrill Financial Solutions Advisor (MFSA) role upon demonstrating success as an FSA

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

• Commensurate with experience
• Not specified
• N/A
• Varies
• TBD

Skills

• Securities Industry licenses (SIE, Series 7, Series 66)
• 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
• Marketing support to reach wider audiences
• Opportunities to connect with experts

Pay

Details not specified

Schedule

Shift: 1st shift (United States of America) Hours Per Week: 40