Advisor Development Program - Financial Solutions Advisor (Centralized) Trainee (Start ASAP)

Merrill Wealth Management seeks licensed Financial Solutions Advisors to provide holistic financial advice and client relationship management within a centralized, phone-based role.

Your Role

Key responsibilities include:

• Obtaining Securities Industry licenses (SIE, Series 7, Series 66) through dedicated training and exams.
• Providing holistic financial advice and guidance to clients by identifying investment, savings, and liability management solutions.
• Building and managing client relationships with affluent and high net worth clients.
• Applying knowledge of investments and financial markets to meet individual client needs.
• Aligning Merrill and Bank of America products and services to client goals.
• Delivering client reviews and presentations confidently to help clients achieve financial goals.
• Collaborating with core banking and investment partners to connect clients to comprehensive financial solutions.
• Working within a centralized, phone-based advisory team as part of the Advisor Development Program.

About You

The company is looking for candidates who:

• Display confidence working in a sales role.
• Build strong client relationships through effective communication and collaboration.
• Demonstrate a proactive mindset and effective time management.
• Have a results-driven mindset and prioritize client interests.
• Identify appropriate client solutions through application of learnings and new information.
• Apply relevant regulatory due diligence in daily activities and long-term client strategies.
• Hold a bachelor’s degree and/or have at least one year of financial services industry or sales experience (desired).
• Learn and adapt to new technology or applications.
• Execute multiple tasks simultaneously.
• Are able to obtain SAFE Act registration and comply with related requirements for residential loan mortgage originations.

Compensation & Benefits

• Unlimited potential for financial growth.
• Strong referral base through relationships with one in every two U.S. households.
• Robust marketing support to expand client reach.
• Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.

Training & Development

• World-class training and onboarding programs to support career success.
• One-on-one coaching from Academy managers invested in your development.
• Structured lessons and dedicated study time to earn Securities Industry licenses.
• Ongoing professional development to deepen skills and optimize practice as the industry evolves.

Career Progression

• Progression from Financial Solutions Advisor to Merrill Financial Solutions Advisor (MFSA) within the Advisor Development Program.
• Opportunity to pursue a career within Merrill Wealth Management.

This job may close before the stated closing date, you are encouraged to apply as soon as possible

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