Advisor Development Program - Financial Solutions Advisor Trainee: Fort Sutter Financial Center

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This role is part of the Advisor Development Program (ADP) at Merrill, focusing on Financial Solutions Advisors (FSAs).

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Learn and acquire foundational skills for being an advisor, including client relationship management, complex financial picture consideration, and providing advice and solutions.
• Work in a financial center to deliver Bank of America's core banking, investment solutions, and client care.
• Progress through stages of development, starting as an ADP FSA and potentially progressing to a Merrill Financial Advisor (FA).

Requirements

• Confidence in sales roles
• Strong client relationship building through effective communication and collaboration
• Proactive mindset and effective time management
• Results-driven mindset prioritizing client interests
• Identification and application of appropriate client solutions
• Applying regulatory due diligence in daily activities and creating long-term client strategies

Desired Qualifications

• Bachelor’s degree and/or minimum of one year of financial services industry or sales experience
• Learns and adapts to new technology or applications
• Executes multiple tasks simultaneously
• Spanish language proficiency preferred

Pay

This position is subject to SAFE Act registration requirements. Employees must register and pass the required SAFE Act background check and registration process. Failure to do so may result in immediate termination. The position is also subject to restrictions or prohibitions under FDIC, Safe Act, Loan Originators, and FINRA laws or regulations.

Schedule

1st shift (United States of America) - 40 hours per week