Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. 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 to help them live their best financial lives, all while humanizing financial interactions.
• Join the centralized team as a Financial Solutions Advisor and provide clients with 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. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
• Build your network by interacting with banking customers, small business owners and higher net worth clients alike, leveraging our relationships with one out of two households in the U.S. to help grow your business.
• 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 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
• Buils 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

• Displays confidence working in a sales role
• Buils 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
• 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

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

Benefits

• Unlimited potential for financial growth
• A strong referral base from across the business through our relationship with one in every two households
• Managing a portfolio of clients by providing exceptional client care with industry leading products, services, and education
• 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

Compensation is competitive and commensurate with experience.

Schedule

1st shift (United States of America)

Hours Per Week: 40