Financial Solutions Advisor - Development Path

National Black MBA Association; Charlotte, Northern (NC, KY); Hybrid; USD 55,000 - 85,000; Full time

Job summary

Merrill Wealth Management invites applicants to join the Advisor Development Program (MFSA) in the United States. You will receive structured training, mentorship from managers, and exposure to affluent and high-net-worth clients as you build advisory and relationship management skills.

Located in a Merrill branch, you’ll begin with foundational client reviews, learn investment advisory strategies, and connect clients to a full suite of financial solutions through Bank of America and Merrill

Qualifications

• FINRA SIE is 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 what one sets their mind to.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently with clients.
• Manages goals and navigates complexity in a fast-paced environment.

Responsibilities

• Provides tailored and personalized advice to clients through reviews and presentations.
• Understands client solutions best suited for financial needs (e.g., core Banking, Investment and Life Priority™).
• Shadows Financial Advisor teams to expand network and discuss new products to promote portfolio growth.
• Uses resources and technologies to optimize the customer experience and service delivery.
• Participates in ongoing training to develop a book of business and meet financial targets.
• Builds relationships with internal service providers based on client needs and asset thresholds.
• Manages risk proactively across business activities with available tools.

Skills

FINRA SIE

Time management

Communication

Relationship building

Self-starter

Goal setting

Collaboration

Client management

Sales oriented

Regulatory due diligence

Education

Bachelor's degree

Job description

Merrill Wealth Management invites applicants to join the Advisor Development Program (MFSA) in the United States. You will receive structured training, mentorship from managers, and exposure to affluent and high-net-worth clients as you build advisory and relationship management skills.

Located in a Merrill branch, you’ll begin with foundational client reviews, learn investment advisory strategies, and connect clients to a full suite of financial solutions through Bank of America and Merrill