Advisor Development Program - Financial Solutions Advisor Trainee: North Highlands Financial Center
Company: Disability Solutions
Location: North Highlands
Posted on: September 28, 2024
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Job Description:
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.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.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.Required skills:--- Sets
and accomplishes goals, achieving whatever you put your mind to.---
Is comfortable in a sales role, finding ways to nurture strong
relationships with prospective clients.--- Communicates clearly and
confidently with clients from all walks of life.--- Works well with
others and collaborates productively to get things done.--- Can
manage complexity, prioritize tasks and execute in a fast-paced
environment.--- Likes to learn on your feet, adapting to new
information and seeking the right solutions for clients.---
Efficiently manages your time and capacity.--- Is thorough and will
incorporate relevant regulatory due diligence into daily to-do's
and long-term strategies for clients.Desired skills:--- Strong
computer skills with an ability to multitask in a demanding
environment.--- A bachelor's degree, or 1-2 years' experience
working in the financial service industry and/or a sales
environment where goals were met or exceeded.--- Experience
assessing client needs, identifying/recommending solutions, and
building/managing client relationships.Shift:1st shift (United
States of America)Hours Per Week: 40Pay Transparency detailsUS - CA
- North Highlands - 7465 Watt Ave - NORTH HIGHLANDS BC (CA3132)Pay
and benefits informationPay range$28.85 - $32.00 hourly pay, offers
to be determined based on experience, education and skill
set.Predictable payThis role is compensated with a base salary and
is not incentive eligible.BenefitsThis role is currently benefits
eligible. We provide industry-leading benefits, access to paid time
off, resources and support to our employees so they can make a
genuine impact and contribute to the sustainable growth of our
business and the communities we serve.
Keywords: Disability Solutions, North Highlands , Advisor Development Program - Financial Solutions Advisor Trainee: North Highlands Financial Center, Accounting, Auditing , North Highlands, California
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