Merrill Wealth Management is looking to solve the problem of providing comprehensive wealth management and investment products and services to individuals, companies, and institutions through the hiring of an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I).
Requirements
- Securities Industry Essentials [SIE] license
- Series 7 license
- Series 66 license
- learns and adapts to new technology or applications
- executes multiple tasks simultaneously
- applies relevant regulatory due diligence in daily activities and creating long-term client strategies
- identifies appropriate client solutions through application of learnings and new information
Responsibilities
- obtaining Securities Industry licenses
- receiving dedicated study time for Securities Industry Essentials [SIE], Series 7 and Series 66 Exams
- acquiring, building and managing client relationships
- considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives
- delivering Bank of America’s core banking, investment solutions and approach to client care
- building a new portfolio of affluent and high net worth clients
- practicing the skills learned in ADP by beginning to build a new portfolio of affluent and high net worth clients
Other
- 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
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
