Advisor Development Program - Financial Solutions Advisor Trainee: Antioch Financial Center
Company: Disability Solutions
Location: Antioch
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.Role Specifics: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:
Keywords: Disability Solutions, Antioch , Advisor Development Program - Financial Solutions Advisor Trainee: Antioch Financial Center, Accounting, Auditing , Antioch, California
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