Merrill Lynch Financial Advisor Development Program
Company: Merrill
Location: Green Bay
Posted on: April 10, 2021
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Job Description:
Job Description: At Merrill, we're creating real, meaningful
relationships with individuals across the country. We are looking
for the next generation of Financial Advisors those with a passion
for growing a long-term career and a drive to make our clients'
financial lives better. The Financial Advisor Development Program
(FADP) is an industry-recognized training program for professionals
who wish to build a wealth management business. The program sets
you up for success by providing hands-on practice, support, and
personalized coaching from dedicated performance managers, enabling
you to come up-to-speed quickly as a successful Financial Advisor.
New advisor mentoring has been our strength since 1946. Throughout
the program, you'll receive best-in-class training from our
award-winning Academy, including dedicated support during the
different stages of your training, helping you develop the critical
skills and knowledge necessary for establishing a robust wealth
management businessacquiring clients, developing relationships,
providing tailored strategies and more. While not required, we
value industry knowledge and offer a $2,500 hiring bonus for
individuals who have passed the Securities Industry Essentials
(SIE) exam (or equivalent). You will also have access to the
resources and full capabilities of both Merrill and Bank of
America. With our tools, powerful platform, and ongoing team
support, you can spend more time on what matters most to you and
your clients. Our open-door, collaborative culture will give you
the type of leadership support you need and the confidence that
your firm is always behind you as you move through the different
stages of development along the path to becoming an advisor. 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 disciplinary action up to and including termination.
As a Merrill Financial Advisor, you can look forward to Developing
and growing your book of business by effectively sourcing
prospective clients Helping clients pursue and meet their financial
goals by recommending suitable investment products and services
Utilizing market viewpoints, investment strategies, and model
portfolios from our Chief Investment Office to efficiently scale
your investment strategy while leveraging our advanced financial
software to manage clients' goals-based financial strategies
Receiving ongoing professional development to deepen your skills
and optimize your practice as the industry evolves Unlimited
potential for financial growth starting with a base salary with
bonus potential while in FADP We'll help you Get training and
one-on-one coaching from FADP Performance Managers who are invested
in your success Earn your Securities Industry Essentials (SIE),
Series 7 and Series 66 licenses through dedicated support and study
time Provide end-to-end comprehensive advice, deliver client
reviews/presentations with confidence and recommend strategies to
help clients achieve their financial goals and life priorities
Become knowledgeable about core banking and investment solutions
with access to firm and banking partners to meet client needs Learn
how to confidently connect with qualified prospects and engage with
them to understand their financial goals Build connections by
tapping into a range of specialists, from banking and lending to
insurance and retirement Continuously learn and grow, with on-going
career development support and mentorship Achieve additional
professional designations after completing FADP We're a culture
that Believes diversity makes us stronger, so we can reflect,
connect to and meet the diverse needs of our clients Provides
access to a wide range of benefit programs and resources that
support you and your family Is committed to responsible growth and
supporting the communities we live in and serve Provides continuous
training and development opportunities to help our employees
achieve their career goals, whatever their background or experience
Is invested in advancing our tools, technology, and ways of working
to meet our clients' evolving needs About us Merrill Lynch Wealth
Management is a leading provider of comprehensive wealth management
and investment products and services for individuals and
businesses. We specialize in goals-based wealth management,
including planning for retirement, education, legacy, and other
life goals through investment advice and guidance. Our advisors
help clients pursue the life they envision through a one-on-one
relationship committed to their needs. We're here to provide a
supportive environment so you can focus on assisting your clients
better and deepening relationships. Required skills: You're the
kind of person that (required skills) Sets and accomplishes goals,
achieving whatever you put your mind to Is comfortable in a
business development role and finds ways to build strong
connections with prospective clients Demonstrates an ability to
influence Has strong relationship and interpersonal skills
Communicates clearly and confidently with clients from all walks of
life Adheres to high professional standards and integrity Seeks
solutions that are in the clients' best interests Works well with
others and collaborates productively to get things done Can manage
complexity, prioritize tasks and execute in a fast-paced
environment Is a quick and resourceful learner, takes initiative
and can adapt to new information Is ready to make a career
transition and to grow as a Financial Advisor Desired skills:
You'll be even more prepared if you have (desired skills). *
Securities Industry Essentials (SIE), Series 7 and /or Series 66
equivalent licenses At least 3 years of experience working in the
financial service industry and/or a business development
environment where goals were met or exceeded An established network
and connections An ability to multi-task in a demanding environment
Bachelor's degree or higher. Shift: 1st shift (United States of
America). Hours Per Week: 40
Keywords: Merrill, Green Bay , Merrill Lynch Financial Advisor Development Program, Accounting, Auditing , Green Bay, Wisconsin
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