Advisor Development Program - Carolina East Financial Solutions Advisor Trainee: Financial Cent

Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. As part of the Advisor Development Program (ADP) – Financial Solutions Advisor Stage I (FSA I) – you will begin your career by obtaining Securities Industry licenses, learning foundational advisory skills, and eventually progressing to a role as a Merrill Financial Solutions Advisor (MFSA) and beyond.

• Obtain Securities Industry licenses (SIE, Series7, Series
  66) through dedicated study time.
• Receive foundational training in advisory skills, including building and managing client relationships, assessing complex financial pictures, and guiding clients with tailored advice.
• Work in a financial center delivering Bank of America core banking, investment solutions, and client care.
• Progress through ADP stages, eventually transitioning to a local Merrill Wealth Management office to build a portfolio of affluent and high‑net‑worth clients.
• Maintain SAFE Act registration and comply with background checks; failure to maintain registration may result in immediate termination.

Required Skills:

• Goal setting and accomplishment.
• Sales orientation and nurturing strong client relationships.
• Clear and confident communication with diverse clients.
• Collaboration and teamwork.
• Complexity management, task prioritization, and execution in fast‑paced environments.
• Adaptability, continuous learning, and solution‑focused mindset.
• Time and capacity management.
• Regulatory due diligence and compliance awareness.

Desired

Skills:

• Strong computer skills and multitasking in demanding environments.
• Bachelor’s degree or 1–2 years in financial services or sales with goal achievement.
• Experience assessing client needs, recommending solutions, and managing client relationships.

Shift: 1st shift (United States of America). Hours per week: 40.