Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Boulder, CO

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The Financial Solutions Advisor role is part of the centralized segment of the Advisor Development Program, focusing on providing holistic financial advice and guidance.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Receive dedicated and personalized classes for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
• Join the centralized team as a Financial Solutions Advisor
• Provide clients with holistic financial advice and guidance
• Identify broader product and service solutions that meet clients' investment, savings, and liability management 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
• Progress into the Merrill Financial Solutions Advisor (MFSA) role after 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

Knowledge of investments and financial markets, ability to apply key principles appropriately to individual client's investment needs, and the ability to humanize financial interactions.

Benefits

Includes ongoing professional development, robust marketing support, and opportunities to connect with experts.

Pay

Details not specified

Schedule

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