Advisor Development Program - SOUTHWEST FLORIDA COAST Financial Solutions Advisor Trainee: Financial Center - Fort Myers, FL

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), specifically as a Financial Solutions Advisor Trainee (FSAT).

Responsibilities

• Obtain Securities Industry licenses (SIE, Series 7, Series 66)
• Learn foundational skills for being an advisor, including acquiring, building, and managing client relationships
• Deliver Bank of America's core banking, investment solutions, and client care
• Progress through stages of development, starting as a FSAT and potentially becoming a Merrill Financial Solutions Advisor (MFSA)
• Support from dedicated programs, tools, and resources provided by the Academy

Requirements

• Successfully complete Securities Industry licenses (SIE, Series 7, Series 66)
• Proven ability to set and achieve goals
• Comfortable in a sales role, able to find ways to nurture strong relationships with prospective clients
• Effective communicator with clear and confident communication skills
• Good interpersonal skills, able to work well with others and collaborate productively
• Ability to manage complexity, prioritize tasks, and execute in a fast-paced environment
• Adaptable, learning on the fly and seeking the right solutions for clients
• Efficient time management and capacity utilization
• Thoroughness in incorporating relevant regulatory due diligence into daily tasks and long-term strategies

Qualifications

• Strong computer skills
• Experience in the financial service industry or a sales environment where goals were met or exceeded
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships

Skills

• Strong computer skills
• Bachelor’s degree or equivalent experience in a related field

Benefits

Empowerment to bring your whole self to work, commitment to diversity, inclusion, and cultural driven, resilient, results-focused, and effective work community.

Pay

Details about pay are not specified in this job posting.

Schedule

This position is subject to 1st shift (United States of America) with 40 hours per week.

Additional Information

This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.