Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Boulder, CO
About The Position
Merrill Wealth Management is seeking motivated individuals for their Advisor Development Program as a Financial Solutions Advisor Trainee. This program is designed to guide you through obtaining your Securities Industry licenses (SIE, Series 7, and Series 66) with dedicated training and support. Upon licensing, you will learn the foundational skills of a financial advisor, focusing on client relationship management, understanding complex financial needs, and providing tailored advice. The role involves phone-based client interaction, identifying investment and savings solutions, and aligning Merrill and Bank of America products. You will work with affluent and high-net-worth clients, develop relationships, review goals, and prepare recommendations. Successful trainees will progress to a Merrill Financial Solutions Advisor role. The program offers comprehensive training, one-on-one coaching, and resources to build a successful career in wealth management. You will gain experience interacting with various client types, leveraging Bank of America's extensive customer base, and providing end-to-end financial advice. The role emphasizes responsible growth, community support, diversity, and client-first principles.
Requirements
- Must obtain SIE within 60 days of hire.
- Must obtain Series 7 & 66 within 120 days of hire.
- Displays confidence working in a sales role.
- Builds strong client relationships through effective communication and collaboration.
- Displays a proactive mindset and effective time management.
- Demonstrates a results-driven mindset and prioritizes client interests.
- Identifies appropriate client solutions through application of learnings and new information.
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies.
- Subject to SAFE Act registration requirements, including background check and registration process.
Nice To Haves
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience.
- Learns and adapts to new technology or applications.
- Executes multiple tasks simultaneously.
Responsibilities
- Obtain Securities Industry Essentials (SIE), Series 7, and Series 66 licenses.
- Learn and apply foundational skills for client relationship management.
- Understand client's complex financial pictures and provide advice and solutions.
- Provide phone-based holistic financial advice and guidance.
- Identify broader product and service solutions to meet client needs.
- Demonstrate knowledge of investments and financial markets.
- Align Merrill and Bank of America products and services.
- Work with affluent and high net worth clients.
- Identify client needs, develop relationships, and review investment goals.
- Prepare investment recommendations.
- Provide end-to-end comprehensive advice.
- Deliver client reviews/presentations with confidence.
- Recommend strategies to help clients achieve their financial goals.
- Collaborate with core banking and investment partners.
- Connect clients to all available solutions through Bank of America and Merrill.
- Manage a portfolio of clients by providing exceptional client care.
- Utilize marketing support to reach wider audiences.
Benefits
- Industry-leading benefits
- Access to paid time off
- Resources and support
- Unlimited potential for financial growth
- Strong referral base
- Robust marketing support
- Ongoing professional development
- Opportunities to connect with experts
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
