Financial Solutions Advisor: Career Growth & Mentorship

National Black MBA Association; Oklahoma; On-site; USD 60,000 - 90,000; Full time

Job summary

Merrill Wealth Management is seeking candidates for the Advisor Development Program (ADP) journey. You’ll train to become a successful Financial Solutions Advisor, serving affluent clients, delivering tailored investment guidance, and building a personal advisory practice with mentorship and structured growth.

Located in a Merrill branch. The MFSA role offers training, networking, and progression opportunities, with a path toward independent practice and elite growth within the Merrill Wealth

Qualifications

• FINRA SIE required.
• 4+ years of progressive professional and/or military experience.
• 2+ years of experience in the investments industry.
• Ability to obtain Series 7 and 66 licenses within allotted program time.
• Self-starter who efficiently manages time and capacity.
• Sets and accomplishes goals, achieving whatever one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently and is comfortable engaging all clients.
• Manages goals, navigating complexity, prioritizes tasks and executes in a fast-paced environment.
• Likes to learn, adapts to new information and seeks the right solutions for clients.
• Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.

Responsibilities

• Learns how to provide tailored and personalized advice to clients through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies.
• Understands client solutions that are best suited for their financial needs, such as core Banking, and Investment and Life Priority solutions.
• Shadows Financial Advisor teams to build their network by sharing relevant market developments and discussing new products in an effort to promote portfolio growth.
• Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational excellence and accuracy.
• Participates in on-going training focused on how to develop a book of business to meet and exceed pre-defined financial targets and determine how to progress to the next phase as an advisor.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively in every aspect of business, product, and service transaction leveraging available tools.

Skills

Relationship Building

Communication

Time Management

Self-starter

Collaboration

Goal Setting

Regulatory Due Diligence

Adaptability

Education

Bachelor's Degree in Business

CFP

CRPC

Job description

Merrill Wealth Management is seeking candidates for the Advisor Development Program (ADP) journey. You’ll train to become a successful Financial Solutions Advisor, serving affluent clients, delivering tailored investment guidance, and building a personal advisory practice with mentorship and structured growth.

Located in a Merrill branch. The MFSA role offers training, networking, and progression opportunities, with a path toward independent practice and elite growth within the Merrill Wealth