Advisor Development Program - Winston Salem Financial Solutions Advisor Trainee: Financial Center - Winston Salem, NC

About the role

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services. This position is subject to SAFE Act registration requirements.

Responsibilities

• Obtain Securities Industry licenses, including SIE, Series 7, and Series 66 Exams.
• Learn foundational skills for being an advisor, including acquiring, building, and managing client relationships.
• 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 I and potentially becoming a Merrill Financial Advisor.

Requirements

• Comfortable in a sales role, able to find ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks, and execute in a fast-paced environment.
• Likes to learn on your feet, adapt to new information, and seek the right solutions for clients.
• Efficiently manages time and incorporates relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Qualifications

• Strong computer skills with the ability to multitask in a demanding environment.
• A bachelor’s degree or 1-2 years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
• Experience assessing client needs, identifying/recommending solutions, and building/managing client relationships.

Skills

• Set and accomplish goals, achieving whatever you put your mind to.
• Communicate clearly and confidently with clients from all walks of life.
• Manage complexity, prioritize tasks, and execute in a fast-paced environment.
• Adapt to new information and seek the right solutions for clients.
• Efficiently manage time and incorporate relevant regulatory due diligence into daily to-do’s and long-term strategies for clients.

Benefits

This position is subject to SAFE Act registration requirements. Employees must register with the federal registry system and remain in good standing. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Pay

The pay range for this position is not specified.

Schedule

The shift is 1st shift (United States of America) with 40 hours per week.