Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - GAILLARDIA OK
About The Position
Merrill Wealth Management is seeking motivated individuals for its Advisor Development Program, specifically for the Financial Solutions Advisor Trainee role in the centralized segment. This program is designed to guide you through obtaining necessary securities licenses (SIE, Series 7, Series 66) and developing the foundational skills required to become a successful financial advisor. You will learn to acquire, build, and manage client relationships, assess complex financial situations, and provide tailored advice and solutions. The role involves phone-based client interaction, identifying client needs, and aligning Merrill and Bank of America products and services. The program offers a defined path for development, with opportunities to work with affluent and high-net-worth clients, and progress to a Merrill Financial Solutions Advisor (MFSA) role. The Academy provides dedicated programs, tools, and resources, including world-class training, on-boarding, and one-on-one coaching from managers invested in your success. You will learn a consultative approach to identify client needs and solutions, and build your network by interacting with banking customers and clients. The role emphasizes providing end-to-end comprehensive advice, delivering client reviews, and collaborating with core banking and investment partners to connect clients with a full suite of financial solutions.
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.
- Obtain SIE within 60 days of hire.
- Obtain Series 7 & 66 within 120 days of hire.
- Subject to SAFE Act registration requirements, including background check and registration process.
Nice To Haves
- Bachelor’s degree
- 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.
- Develop foundational skills for client relationship management and financial advising.
- Provide holistic financial advice and guidance to clients via phone.
- Identify client needs and recommend appropriate Merrill and Bank of America products and services.
- Demonstrate knowledge of investments and financial markets.
- Work with affluent and high-net-worth clients to identify needs, develop relationships, and review investment goals.
- Prepare investment recommendations aligned with client goals.
- Build and manage a portfolio of clients through exceptional client care.
- Collaborate with core banking and investment partners.
- Connect clients to the full range of Bank of America and Merrill solutions.
Benefits
- Unlimited potential for financial growth
- Strong referral base
- Managing a portfolio of clients
- Exceptional client care with industry-leading products, services, and education
- Robust marketing support
- Ongoing professional development
- Opportunities to connect with experts (small business consultants, mortgage lenders, investment advisors)
- Continuous training and developmental opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
