Advisor Development Program - Financial Solutions Advisor Trainee: Moreno Valley Financial Center
About The Position
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services, specializing in goals-based wealth management for individuals, companies, and institutions. Merrill's Financial Advisors and Wealth Management Client Associates help clients achieve their financial goals through personal relationships and access to Merrill's investment insights and Bank of America's banking convenience. The company is committed to an in-office culture with specific attendance requirements, while also valuing diversity and unique perspectives among its employees and clients. This position is subject to SAFE Act registration requirements, necessitating registration with the federal registry system and a background check. Failure to maintain registration may result in termination. The role is also restricted by FDIC, Safe Act, Loan Originators, and FINRA regulations regarding criminal history. As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), the journey begins with obtaining Securities Industry licenses (SIE, Series 7, and Series 66 Exams) with dedicated study time. Upon licensure, the trainee will learn foundational advisor skills, including acquiring, building, and managing client relationships, understanding complex financial pictures, and guiding clients with advice and solutions. The role involves humanizing financial interactions and delivering Bank of America's core banking and investment solutions. Successful ADP FSA I individuals typically progress to a Merrill Financial Solutions Advisor (MFSA) role in a local Merrill Wealth Management office, where they build a portfolio of affluent and high net worth clients. The ultimate goal is to become a core Merrill Financial Advisor, with support from The Academy throughout the career journey.
Requirements
- Display confidence working in a sales role
- Build strong client relationships through effective communication and collaboration
- Display a proactive mindset and effective time management
- Demonstrate 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 creating long-term client strategies
Nice To Haves
- Bilingual: Spanish speaking preferred
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learn and adapt to new technology or applications
- Execute multiple tasks simultaneously
Responsibilities
- Obtain Securities Industry licenses, including Securities Industry Essentials (SIE), Series 7, and Series 66 Exams
- Acquire, build, and manage client relationships
- Consider a client’s complex financial picture
- Guide clients with advice and solutions to help them live their best financial lives
- Humanize financial interactions
- Deliver Bank of America’s core banking, investment solutions, and approach to client care
- Build a new portfolio of affluent and high net worth clients (upon progression to MFSA)
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support to our employees
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
