Wealth Management Advisor Trainee

NBMBAA; Highland (IL); On-site; USD 53,000 - 60,000; Full time

Benefits offered by this job

Benefits eligibility

Job summary

Merrill Wealth Management is seeking an MFSA in our Highland Park, IL area to grow a book of high-net-worth clients through tailored investment recommendations and relationship development. You will engage with advisory teams, review client goals, and use a broad range of financial solutions to meet client needs.

The MFSA role includes structured training, mentorship, and opportunities to progress within Merrill Wealth Management, with a focus on building a career within the advisor program

Qualifications

• Currently holds FINRA SIE.
• 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 and demonstrates drive.
• Builds and nurtures strong relationships with clients.
• Collaborates effectively with others to get things done.
• Communicates effectively and confidently with clients.
• Manages goals, navigates complexity and executes in a fast-paced environment.
• Enjoys learning and applying regulatory due diligence in daily activities.

Responsibilities

• Learns to provide tailored advice to clients through reviews and presentations.
• Understands solutions best suited for clients’ financial needs, including core Banking and Investment/Life Priority solutions.
• Shadows Financial Advisor teams to promote portfolio growth.
• Utilizes available resources to optimize customer experience and accuracy.
• Participates in ongoing training to grow a book of business and meet financial targets.
• Builds relationships with internal service providers based on client needs.
• Manages risk proactively in all business areas using available tools.

Skills

FINRA SIE

Client Relationships

Communication

Sales/Business Development

Time Management

Regulatory Due Diligence

Financial Advisory

Networking

Team Collaboration

Self-starter

Education

Bachelor's Degree in Business (or related field)

CFP Certification

CRPC Certification

Insurance Licenses

Tools

CRM Software

Job description

Merrill Wealth Management is seeking an MFSA in our Highland Park, IL area to grow a book of high-net-worth clients through tailored investment recommendations and relationship development. You will engage with advisory teams, review client goals, and use a broad range of financial solutions to meet client needs.

The MFSA role includes structured training, mentorship, and opportunities to progress within Merrill Wealth Management, with a focus on building a career within the advisor program