Advisor Development Program - Financial Solutions Advisor Trainee - Concord Village Financial Center

Merrill Wealth Management is seeking a Financial Solutions Advisor Trainee for its Advisor Development Program. As a Financial Solutions Advisor Stage I, you will obtain Securities Industry licenses and receive training on foundational skills, client relationships, and financial solutions. You will work in a financial center to deliver banking and investment solutions, and progress through the stages of development to become a core Merrill Financial Advisor.

Requirements

• Sets and accomplishes goals, achieving whatever you put your mind to.
• Is comfortable in a sales role, finding ways to nurture strong relationships with prospective clients.
• Communicates clearly and confidently with clients from all walks of life.
• Works well with others and collaborates productively to get things done.
• Can manage complexity, prioritize tasks and execute in a fast-paced environment.
• Likes to learn on your feet, adapting to new information and seeking the right solutions for clients.
• Efficiently manages your time and capacity.
• Is thorough and will incorporate relevant regulatory due diligence into daily to-do's and long-term strategies for clients.

Benefits

• Paid time off
• 401k matching
• Retirement plan
• Health insurance