Merrill Financial Solutions Advisor; Partially Licensed – Mid-Land Market

Merrill Wealth Management offers the Advisor Development Program, a career transition track designed to train candidates to become Financial Advisors in a Merrill branch environment serving high‑net‑worth clients.

2205 E Empire St., Bloomington, IL and 611 E Monroe St., Springfield, IL

1st shift (United States of America). 40 hours per week.

Hourly pay: $36.06 – $40.87 (based on experience, education and skill set). Eligible for monthly, quarterly, or annual formulaic incentive plans based on performance against defined metrics.

This role is eligible for benefits, including paid time off and other industry‑leading benefits that support physical, emotional and financial well‑being.

• Identify client needs, develop relationships, and review investment goals.
• Prepare investment recommendations that align with client objectives.
• Leverage technology to drive business growth and profile clients to determine investor profiles and financial resource objectives.
• Build and sustain a book of business that meets or exceeds pre‑defined financial targets.
• Provide tailored advice through reviews and presentations, partnering with management to assess financial goals.
• Understand and recommend client solutions including core banking and Investment and Life Priority.
• Shadow Financial Advisor teams and share market developments to promote portfolio growth.
• Leverage available resources and technologies to optimize the customer experience with operational excellence and accuracy.
• Participate in ongoing training focused on book‑of‑business development and progression to advisor status.
• Build relationships with internal service providers based on client needs and asset thresholds.
• Manage risk proactively using available tools.

• Hold FINRA Securities Industry Essentials (SIE) license.
• Four or more years of progressive professional and/or military experience.
• Two or more years of experience in the investment industry.
• Ability to obtain Series 7 and Series 66 licenses within the program timeline.
• Self‑starter who efficiently manages time and capacity, sets goals, and accomplishes them.
• Builds and nurtures strong relationships.
• Collaborates effectively with others to achieve results.
• Communicates confidently and can engage all client types.
• Manages goals, navigates complexity, prioritizes tasks, and executes in a fast‑paced environment.
• Adapts to new information, learns continuously, and seeks the right solutions for clients.
• Incorporates regulatory due diligence into daily activities and long‑term client strategies.

• Experience in the financial services or sales environment where goals were met or exceeded.
• Strong computer skills and the ability to multitask in a demanding environment.
• Bachelor’s degree, preferably in a business‑related field.
• Proven ability to partner and promote lead generation.
• Experience balancing investment management, sales activities and new client development.
• Additional professional designations, such as Certified Financial Planner (CFP) or Chartered Retirement Planning Counselor (CRPC).
• Insurance license(s) obtained.

• Account management
• Client investments management
• Client solutions advisory
• Relationship building
• Advisory business development
• Fraud management
• Pipeline management
• Portfolio management
• Client experience and branding issue management
• Prospecting and referral identification
• Sales performance management

Because this position may involve residential mortgage loan originations, the employee must register with the federal SAFE Act registry system and maintain good standing. Failure to obtain or maintain registration may result in disciplinary action up to termination.