Advisor Development Program - Financial Solutions Advisor Trainee (Centralized): Pittsburg, PA
About The Position
Merrill Wealth Management is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program in the centralized segment. This role is designed to guide individuals through obtaining necessary securities licenses (SIE, Series 7, Series 66) and developing foundational advisory skills. Upon licensing, trainees will work as phone-based licensed advisors, providing holistic financial advice and guidance to clients, identifying solutions for investment, savings, and liability management. The program offers a defined path for career growth within Merrill Wealth Management, including opportunities to work with affluent and high net worth clients, develop relationships, and prepare investment recommendations. Successful trainees typically progress to a Merrill Financial Solutions Advisor (MFSA) role. The program includes comprehensive training, one-on-one coaching, and support from The Academy.
Requirements
- 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
- Must obtain SIE within 60 days of hire.
- Must 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 in acquiring, building, and managing client relationships.
- Assess clients' complex financial pictures and provide advice and solutions.
- Provide phone-based licensed advice and guidance to clients.
- Identify broader product and service solutions to meet client needs.
- Demonstrate knowledge of investments and financial markets.
- Apply key principles appropriate to individual client investment needs.
- 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 financial goals.
- Collaborate with core banking and investment partners.
- Connect clients to Bank of America and Merrill solutions.
- Manage a portfolio of clients by providing exceptional client care.
- Engage in responsible growth practices.
- Participate in continuous training and developmental opportunities.
- Reflect diversity in thoughts, business, and within employees and clients.
Benefits
- Unlimited potential for financial growth
- Strong referral base
- Robust marketing support
- Ongoing professional development
- Opportunities to connect with experts
- Competitive benefits to support physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
