Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Columbus, OH (Start ASAP)

Merrill Wealth Management seeks a licensed Financial Solutions Advisor to provide holistic financial advice and client relationship management in 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 via phone, identifying investment, savings, and liability management solutions
• Building and managing client relationships with affluent and high net worth clients
• Reviewing client investment goals and preparing aligned investment recommendations
• Collaborating with core banking and investment partners to connect clients to Merrill and Bank of America products and services
• Delivering client reviews and presentations confidently
• Applying regulatory due diligence and prioritizing client interests in all activities
• Working within a centralized team as part of the Advisor Development Program

About You

The company is looking for candidates who:

• Display confidence in a sales role and build strong client relationships through effective communication and collaboration
• Demonstrate a proactive mindset, effective time management, and a results-driven approach
• Identify appropriate client solutions by applying 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
• Meet SAFE Act registration requirements for residential loan mortgage originations, including background checks and maintaining registration

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 such as small business consultants, mortgage lenders, and investment advisors
• Industry-leading products, services, and education to support client care

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 SIE, Series 7, and Series 66 licenses
• Ongoing professional development to deepen skills and optimize practice as the industry evolves
• Access to dedicated programs, tools, and resources throughout your career journey

Career Progression

• Progression from Financial Solutions Advisor to Merrill Financial Solutions Advisor (MFSA) within the Advisor Development Program
• Opportunity to pursue a long-term 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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