Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Madison, WI Merrill Office

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses.

Responsibilities

• Receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Learn 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.
• Join the centralized team as a Financial Solutions Advisor providing holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.
• 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.
• Build a portfolio of clients by providing exceptional client care with industry leading products, services, and education.
• Collaborate with core banking and investment partners to connect clients to all of the solutions we provide 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
• Builds strong client relationships through effective communication and collaboration
• Demonstrates 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

Desired Qualifications

• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously

Benefits

• Robust marketing support to reach wider audiences with greater appeal
• 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

Pay

The pay range for this role is not specified.

Schedule

This position is subject to 1st shift (United States of America) Hours Per Week: 40