See all roles

Advisor Development Program - Financial Solutions Advisor Trainee: Sahara Nellis Banking Center, bilingual Spanish required

Work from home Full-time role Hiring

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development. Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey. Required Qualifications: • 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 • Bilingual Spanish Required Desired Qualifications: • 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 This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. Shift: 1st shift (United States of America) Hours Per Week: 40 Apply Job!

You might like

Deposit Exception Management I

Work from home Full-time role

Entry-level Software Engineer

Work from home Full-time role

Nicotine Cessation Specialist

Work from home Full-time role

Underwriting Director - Energy Casualty

Work from home Full-time role

Work from Home Selling Life Insurance Job at MacDonald Financial Solutions in Ch

Work from home Full-time role

Reconciliation & Billing Associate Analyst - Hybrid

Work from home Full-time role

Equity Research Associate, IT Hardware, Officer, Getzville, NY

Work from home Full-time role

IT Architect, Kafka Lead Developer and Architect – First Horizon Bank (job id : 1675673327)

Work from home Full-time role

Global Advisory, Senior Assistant, NY

Work from home Full-time role

Trainer II - Grievance & Appeals

Work from home Full-time role

Remote Customer Service Advocate at arenaflex

Work from home Full-time role

Technical Support / Customer Service Representative-Remote (Night Shift) at arenaflex

Work from home Full-time role

VP, Digital Publishing

Work from home Full-time role

Experienced Data Entry Specialist – Remote Opportunity to Contribute to the Enchanting Disney Experience

Work from home Full-time role

Ramp Agent (Customer Service Agent) - ATL

Work from home Full-time role

Experienced Full Stack Customer Support Specialist – Live Chat & Customer Service Representative

Work from home Full-time role

Senior Software Engineer, Marketing Technology - Remote Opportunity

Work from home Full-time role

Bilingual Office/Warehouse

Work from home Full-time role

Netflix Tagger Jobs Part Time Work From Home

Work from home Full-time role

Transaction Management Ops Analyst

Work from home Full-time role