Merrill Financial Solutions Advisor - Providence, RI or Worcester, MA

Bank of America; Worcester; On-site; GBP 30,000 - 60,000; Full time

Job summary

A leading bank is seeking participants for its Advisor Development Program, which prepares financial advisors to work with affluent clients. This role emphasizes tailored client solutions, career advancement, and continuous professional development through mentorship and training.

Benefits

Training and professional development

Networking opportunities

Leadership opportunities

Qualifications

• Industry experience required.
• Preferred qualifications include professional designations and insurance licenses.

Responsibilities

• Provide tailored advice to high-net worth clients.
• Leverage technology for business growth.
• Develop client relationships and profiles.

Skills

Relationship skills

Effective communication

Education

Series 7 License

Series 66 License

Tools

Computer skills

Job description

This job involves working with high-net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations. Key responsibilities include leveraging technology for business growth, profiling client investor profiles, building a book of business, and providing career development opportunities within the bank.

Responsibilities include providing tailored advice, communicating solutions suited to client needs, partnering with financial teams, understanding bank resources, developing a business, and prioritizing client requests.

The Advisor Development Program (ADP) offers training and mentorship to become a successful financial advisor, working with affluent clients and developing relationship management skills. The program prepares advisors for career advancement within Merrill Wealth Management.

Benefits include training, networking, professional development, and leadership opportunities. The culture emphasizes diversity, continuous learning, responsible growth, and community support.

Required qualifications include Series 7 & 66 licenses, industry experience, relationship skills, and effective communication. Preferred qualifications include professional designations, insurance licenses, and strong computer skills.

This position is based in a Merrill branch, with a 1st shift schedule, 40 hours per week.