Advisor Development Program - Financial Solutions Advisor Trainee - North Pointe Financial Center

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. The role involves working as a Financial Solutions Advisor Stage I (ADP FSA I) under the mentorship of experienced advisors.

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Learn foundational skills for advising clients, including acquiring, building, and managing client relationships
• Deliver Bank of America’s core banking, investment solutions, and client care
• Work towards becoming a Merrill Financial Solutions Advisor (MFSA) and potentially progressing to a core Merrill Financial Advisor

Requirements

• Successfully complete Securities Industry licenses (SIE, Series 7, Series 66)
• Proven ability to set and achieve goals
• Comfortable in a sales role, capable of nurturing strong relationships with clients
• Effective communicator with diverse clients
• Collaborative and able to work well with others
• Thorough and efficient in managing tasks and prioritizing responsibilities
• Adaptable to new information and solutions for clients
• Strong computer skills and ability to multitask

Desired Skills

• Bachelor’s degree or equivalent experience in finance or sales
• Experience in financial service industry or sales environment
• Ability to assess client needs and recommend solutions
• Experience building and managing client relationships

Shift and Hours

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

Pay and Benefits

The position is subject to SAFE Act registration requirements. Employees must register and remain in good standing to comply with these requirements. Failure to register or maintain compliance may result in termination.