Advisor Development Program – Financial Solutions Advisor Trainee – Fairhope, AL Merrill Office Position Available In Baldwin, Alabama

Job Description:

Job Description:

Merrill Wealth Management is a leading providerof comprehensive wealth management and investment products andservices for individuals, companies, and institutions. MerrillWealth Management is one of the largest businesses of its kind inthe world specializing in goals-based wealth management, includingplanning for retirement, education, legacy, and other life goalsthrough investment advice and guidance.

Merrill’s Financial Advisorsand Wealth Management Client Associates help clients pursue thelife they envision through a personal relationship with theiradvisory team committed to their needs. We believe trust comes fromtransparency. Our trusted advisory teams are equipped with accessto the investment insights of Merrill coupled with the bankingconvenience of Bank of America.

At Merrill, we empower you to bringyour whole self to work. We value diversity in our thoughts,business, and within our employees and clients. Our WealthManagement team represents an array of different backgrounds andbring their unique perspectives, ideas and experiences, helping tocreate a work community that is culture driven, resilient, resultsfocused and effective.

As a Financial Solutions Advisor within thecentralized segment of the Advisor Development Program, yourjourney begins by obtaining your Securities Industry licenses,where you receive dedicated and personalized classes for yourSecurities Industry Essentials [SIE], Series 7 and Series 66 Exams.

Once you obtain your licenses, you will be taught the foundationalskills needed to be an advisor – from acquiring, building andmanaging client relationships to considering a client’s complexfinancial picture and guiding them with advice and solutions tohelp them live their best financial lives, all while humanizingfinancial interactions. You will then join the centralized team asa Financial Solutions Advisor.

The Financial Solutions Advisors inthe centralized segment are phone-based licensed advisors(obtaining series 7 and 66 required) that provide clients withholistic financial advice and guidance by identifying broaderproduct and service solutions that meet their investment, savingsand liability management solutions. FSA’s demonstrate knowledge ofinvestments and financial markets and apply key principlesappropriate to the individual client’s investment needs.

Additionally, they align Merrill and Bank of America products andservices where appropriate. We will equip you with everything youneed, as you move through the stages of development and move intothe Merrill Financial Advisor role.

During this stage of yourjourney, you will receive the necessary training and guidancethrough a defined path to become the financial advisor you want tobe. You will have the opportunity to work with both affluent andhigh net worth clients, identifying needs, developingrelationships, reviewing investment goals, and preparing investmentrecommendations that align with the goals of both existing andprospective clients. Once you have honed your skills anddemonstrated success as an FSA, you typically will progress intothe next stage of training and development as a Merrill FinancialSolutions Advisor (MFSA). This role within the Advisor DevelopmentProgram provides the opportunity to pursue a career within MerrillWealth Management. The Academy will support you along the way withdedicated programs, tools and resources throughout your careerjourney. We’ll help you Build a successful career at Bank of America throughworld-class training and on-boarding programs that set you up forsuccess. Get training and one-on-one coaching from Academy managers whoare invested in your success. Grow your business knowledge by using a defined consultativeapproach with clients to systematically identify client needs andappropriate solutions. Earn your Security Industry Essentials (SIE), Series 7 andSeries 66 licenses (63 & 65 accepted, in lieu of 66) thoughstructured lessons and dedicated study time. You must obtain yourSIE within 60 days of being hired & your Series 7 & 66 within 120Days – a requirement for the role. Build your network. Starting at a financial center, you’llinteract with banking customers, small business owners and highernet worth clients alike. You’ll be able to leverage ourrelationships with one out of two households in the U.S. to helpeventually grow your business. Provide end-to-end comprehensive advice, deliver clientreviews/presentations with confidence and recommend strategies tohelp clients achieve their financial goals and lifepriorities. Collaborate with core banking and investment partners. Connectclients to all of the solutions we provide through Bank of Americaand Merrill to meet virtually all of their financial needs.

As anAdvisor Development Program Financial Solutions Advisor in thecentralized segment you can look forward to Unlimited potential for financial growth. A strong referral base from across the business through ourrelationship with one in every two households. Managing a portfolio of clients by providing exceptional clientcare with industry leading products, services, and education. Robust marketing support to reach wider audiences with greaterappeal. Ongoing professional development to deepen your skills andoptimize your practice as the industry evolves and changes. Opportunities to connect with experts including small businessconsultants, mortgage lenders and investment advisors.

We’re aculture that Believes in responsible growth and has a proven dedication tosupporting the communities we serve. Provides continuous training and developmental opportunities tohelp people achieve their goals, whatever their background orexperience. Believes diversity makes us stronger, so we can reflect,connect to, and meet the diverse needs of our clients and customersaround the world. Is committed to advancing our tools, technology, and ways ofworking. We always put our clients first to meet their evolvingneeds.

Required Qualifications:

Displays confidence working in a sales role Builds strong client relationships through effectivecommunication and collaboration Displays a proactive mindset and effective time management Demonstrates a results-driven mindset and prioritizes clientinterests Identifies appropriate client solutions through application oflearnings and new information Applies relevant regulatory due diligence in daily activitiesand creating long-term client strategies

Desired Qualifications:

Bachelor’s degree and/or a minimum of one year of financialservices industry or sales experience Learns and adapts to new technology or applications Executes multiple tasks simultaneouslyThis position is subjectto SAFE Act registration requirements. Pursuant to the SAFE Actrequirements, all employees engaged in residential loan mortgageoriginations must register with the federal registry system andremain in good standing. Since this position requires SAFE Actregistration, employees are required to register and to submit tothe required SAFE Act background check and registration process.

Failure to obtain and/or maintain SAFE Act registration may resultin disciplinary action up to and including termination.

Shift:

1stshift (United States of America)

Hours Per Week:

40