Advisor Development Program - Financial Solutions Advisor Trainee: Portland-One Center Financial Center
About the role
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining your Securities Industry licenses, receiving dedicated study time for SIE, Series 7, and Series 66 exams. Once licensed, you will develop foundational advisor skills, including client relationship management, complex financial planning, and client guidance.
Responsibilities
- Obtain Securities Industry licenses
- Develop foundational advisor skills
- Build and manage client relationships
- Consider and guide clients' complex financial pictures
- Deliver Bank of America's core banking and investment solutions
- Work towards becoming a Merrill Financial Advisor
Requirements
- Confidence in a sales role
- Strong client relationship building
- Proactive mindset and effective time management
- Results-driven and prioritizes client interests
- Identify appropriate client solutions
- Apply regulatory due diligence
Qualifications
- Bachelor’s degree and/or at least 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
Merrill Wealth Management offers an in-office culture that supports collaboration, engagement, and career development. Clear in-office expectations are provided, with appropriate flexibility based on role-specific responsibilities and business needs.
Pay
The pay for this position is competitive and commensurate with experience.
Schedule
This position is available on a 1st shift basis in the United States, with 40 hours per week.