Advisor Development Program - Financial Solutions Advisor Trainee: 27th & University Financial [...]

Overview Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑office culture that supports collaboration, engagement, and career development. Our approach includes clear in‑office expectations, while providing an appropriate level of flexibility based on role‑specific responsibilities and business needs. At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impacting the communities we serve. Role Specifics As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins by obtaining your Securities Industry licenses. You will receive dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you reach your key milestones, you will begin working in a financial center where you will help deliver Bank of America’s core banking, investment solutions, and approach to client care. You will be equipped with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Advisor Development Program – Financial Advisor (ADP FA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned by building a new portfolio of affluent and high net worth clients. As a successful Merrill ADP FA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. Responsibilities Study and obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses. Acquire, build, and manage client relationships. Assess clients’ complex financial situations and provide tailored advice and solutions. Deliver Bank of America’s core banking and investment solutions to clients. Progress through the stages of the ADP program toward becoming a Merrill Financial Advisor. Required Qualifications Displays confidence working in a sales role. Builds strong client relationships through effective communication and collaboration. Displays a proactive mindset and effective time management. Demonstrates a results‑driven mindset and prioritizes client interests. Identifies appropriate client solutions through application of learnings and new information. Applies relevant regulatory due diligence in daily activities and in creating long‑term client strategies. Desired Qualifications Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience. Adapts quickly to new technology or applications. Executes multiple tasks simultaneously. Working Conditions Shift: 1st shift (United States of America) Hours per week: 40 Privacy Statement: #J-18808-Ljbffr Bank of America