Merrill Advisor Development Program Financial Solutions Advisor Trainee: Forney, TX

About the role

This position is part of the Merrill Advisor Development Program (ADP) for Financial Solutions Advisors (FSAs). It involves obtaining necessary licenses, learning foundational advisor skills, and eventually progressing to become a Merrill Financial Advisor.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66 exams.
• Learn and apply foundational skills for advising clients, including relationship management, financial planning, and solution guidance.
• Work in a financial center to assist with core banking, investment solutions, and client care.
• Transition to a local Merrill Wealth Management office to build a portfolio of affluent and high-net-worth clients.
• Progress through the ADP stages to become a core Merrill Financial Advisor.

Requirements

• Successfully complete Securities Industry licenses (SIE, Series 7, Series 66).
• Set and achieve personal and professional goals.
• Communicate effectively with diverse clients.
• Collaborate and work efficiently in a fast-paced environment.
• Manage complexity and prioritize tasks.
• Adapt to new information and seek solutions for clients.
• Efficiently manage time and capacity.
• Incorporate relevant regulatory due diligence into daily activities and long-term strategies.

Qualifications

• Strong computer skills and ability to multitask.
• A bachelor’s degree or 1-2 years’ experience in the financial service industry or a sales environment.
• Experience assessing client needs, recommending solutions, and building client relationships.

Skills

• Ability to set and accomplish personal and professional goals.
• Comfortable in a sales role, able to find ways to nurture strong relationships with prospective clients.
• Clear and confident communication with clients from various backgrounds.
• Effective collaboration and productivity in a team setting.
• Ability to manage complexity, prioritize tasks, and execute in a fast-paced environment.
• Likes to learn on the fly, adapt to new information, and seek the right solutions for clients.
• Efficient time management and capacity utilization.
• Thoroughness and incorporation of relevant regulatory due diligence into daily tasks and long-term strategies.
• Strong computer skills and ability to multitask.
• Bachelor’s degree or equivalent experience in finance or sales.
• Experience assessing client needs, recommending solutions, and building client relationships.

Benefits

The position offers opportunities for growth and development within the Merrill Advisor Development Program, including access to dedicated programs, tools, and resources throughout the career journey.

Pay

Details regarding pay are not specified in the job description.

Schedule

The position is available on a 1st shift basis in the United States, with 40 hours per week.