Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Bloomfield Hills, MI

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 SIE within 60 days of being hired and your Series 7 & 66 within 120 days through structured lessons and dedicated study time
• Receive 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
• Access dedicated programs, tools and resources throughout your career journey through the Academy
• Build your network starting at a financial center, interacting with banking customers, small business owners and higher net worth clients
• Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes

Required qualifications

• 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
• This position is subject to SAFE Act registration requirements; employees must register with the federal registry system and submit to the required SAFE Act background check and registration process

Desired 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