Advisor Development Program - Financial Solutions Advisor Trainee: Aurora West Financial Center
Company: Disability Solutions
Location: Aurora
Posted on: October 23, 2024
Job Description:
Job Description:The Merrill Returning Talent ProgramDo you have
a sales background or have you owned your own business? Are you
competitive, a quick study and eager to learn more about investment
management? Have you taken a career break and are you looking to
return to the corporate world in an entrepreneurial role? Would you
like to explore a career as a financial advisor? The Merrill
Returning Talent Advisor Development Program is a hiring initiative
and training program geared towards professionals who have taken a
career break for at least one year and who are looking to rejoin
the corporate workforce. The program is designed to empower
returnees by providing the tools and support to successfully
reintegrate into the corporate world while developing the expertise
to build and grow as a financial advisor.Returning Talent Program
Overview
- The program will include professional licensing, on-the-job
learning experiences in our financial centers and Merrill office
complexes, professional skills training, and hands on support from
our teams to support re-entry into the workforce.
- The program utilizes knowledge/activity-based training modules
and national and local leader/peer coaching to teach banking
fundamentals.
- Mentorship as well as peer and professional networking
opportunities offered throughout the programThe job description is
as follows: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: 40
Keywords: Disability Solutions, Arlington Heights , Advisor Development Program - Financial Solutions Advisor Trainee: Aurora West Financial Center, Accounting, Auditing , Aurora, Illinois
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