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- Tasks: Join our Advisor Development Program to learn financial advising and build client relationships.
- Company: Merrill Wealth Management is a top global provider of wealth management and investment services.
- Benefits: Enjoy competitive pay, paid time off, and industry-leading benefits with flexible work options.
- Why this job: Kickstart your career in finance with hands-on training and a supportive culture focused on diversity.
- Qualifications: Confidence in sales, strong communication skills, and a proactive mindset are essential.
- Other info: This role requires SAFE Act registration; support provided throughout your career journey.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed ADP Financial Solutions Advisor Stage I, you will typically progress onto the next stage of ADP as a Merrill Financial Solutions Advisor (MFSA). In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills you’ve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. As a successful MFSA, you will then have the opportunity to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor. The Academy will support you along the way with dedicated programs, tools and resources throughout your career journey.
Required Qualifications:
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritises client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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 your immediate termination.
Shift: 1st shift (United States of America)
Hours Per Week: 40
Pay Transparency details: US - NJ - Middlesex - 1285 Bound Brook Rd (NJ7247)
Pay and benefits information:
Pay range: $28.84 - $32.00 hourly pay, offers to be determined based on experience, education and skill set.
Predictable pay: This role is compensated with a base salary and is not incentive eligible.
Benefits: This role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.
Advisor Development Program - Financial Solutions Advisor Trainee: Middlesex Financial Center employer: Bank of America
Contact Detail:
Bank of America Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Advisor Development Program - Financial Solutions Advisor Trainee: Middlesex Financial Center
✨Tip Number 1
Familiarise yourself with the financial services industry, especially wealth management. Understanding the key concepts and trends will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Merrill Wealth Management. They can provide valuable insights into the company culture and expectations, which can help you tailor your approach when applying and interviewing.
✨Tip Number 3
Prepare to discuss your sales experience and how you've built client relationships in the past. Be ready to share specific examples that highlight your proactive mindset and results-driven approach, as these are key qualities for the role.
✨Tip Number 4
Research the licensing requirements for the position, such as the Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Showing that you're already aware of these requirements and are prepared to tackle them can set you apart from other candidates.
We think you need these skills to ace Advisor Development Program - Financial Solutions Advisor Trainee: Middlesex Financial Center
Some tips for your application 🫡
Tailor Your CV: Make sure to customise your CV for the Advisor Development Program. Highlight relevant skills such as client relationship management, sales experience, and any financial services background. Use keywords from the job description to align your experience with what they are looking for.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Explain why you are interested in the Advisor Development Program and how your background makes you a suitable candidate. Be sure to mention your proactive mindset and results-driven approach.
Highlight Relevant Qualifications: In your application, emphasise any qualifications that meet their requirements, such as a Bachelor’s degree or experience in financial services. If you have completed any relevant certifications or training, make sure to include those as well.
Proofread Your Application: Before submitting your application, take the time to proofread everything. Check for spelling and grammatical errors, and ensure that all information is accurate and presented clearly. A polished application reflects your attention to detail and professionalism.
How to prepare for a job interview at Bank of America
✨Understand the Role
Before your interview, make sure you have a solid understanding of what the Advisor Development Program entails. Familiarise yourself with the responsibilities and expectations of a Financial Solutions Advisor Trainee, as well as the skills required to succeed in this role.
✨Showcase Your Sales Skills
Since this position involves working in a sales role, be prepared to discuss your previous experiences in sales or client relationship management. Highlight specific examples where you successfully built relationships or achieved sales targets, demonstrating your confidence and results-driven mindset.
✨Prepare Thoughtful Questions
Interviews are a two-way street, so come prepared with insightful questions about the company culture, team dynamics, and growth opportunities within the Advisor Development Program. This shows your genuine interest in the role and helps you assess if it's the right fit for you.
✨Practice Active Listening
During the interview, practice active listening by paying close attention to the interviewer's questions and comments. This will help you respond more effectively and demonstrate your communication skills, which are crucial for building strong client relationships in this role.
