Advisor Development Program - Financial Solutions Advisor Trainee: Mill Plain Financial Center

Merrill Corporation • Vancouver, WA

453d • $60,008 - $66,560

About The Position

The Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I) at Merrill Wealth Management is an entry-level position designed to equip individuals with the necessary skills and licenses to become successful financial advisors. This role focuses on obtaining Securities Industry licenses and developing foundational skills in client relationship management, financial advising, and investment solutions. The program supports career progression towards becoming a Merrill Financial Solutions Advisor and ultimately a core Merrill Financial Advisor, emphasizing a commitment to client care and financial education.

Requirements

• Strong goal-setting and achievement orientation.
• Comfortable in a sales role with a focus on nurturing client relationships.
• Clear and confident communication skills with diverse clients.
• Ability to collaborate effectively with team members.
• Strong time management and prioritization skills in a fast-paced environment.
• Adaptability to new information and client needs.
• Thorough understanding of regulatory due diligence in financial advising.

Nice To Haves

• Strong computer skills and ability to multitask in a demanding environment.
• Bachelor's degree or 1-2 years of experience in financial services or sales.
• Experience in assessing client needs and recommending solutions.

Responsibilities

• Obtain Securities Industry licenses including SIE, Series 7, and Series 66.
• Build and manage client relationships while providing financial advice and solutions.
• Guide clients through their complex financial situations to help them achieve their financial goals.
• Deliver Bank of America's core banking and investment solutions in a financial center setting.
• Participate in dedicated programs and training to enhance advisory skills and knowledge.

Benefits

• Industry-leading benefits package.
• Access to paid time off.
• Resources and support for employee development.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Primary Metal Manufacturing
• Education Level: Bachelor's degree