Advisor Development Program - Financial Solutions Advisor Trainee: Portland-One Center Financia

Job Overview

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. It specializes 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.

The firm believes trust comes from transparency, and its 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 that supports collaboration, engagement, and career development, with clear in-office expectations while providing flexibility based on role-specific responsibilities. At Merrill, you are empowered to bring your whole self to work and to bring your unique perspectives.

The Wealth Management team includes individuals from diverse backgrounds and experiences, fostering resilience, leadership, and innovation throughout the workforce.

As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins with obtaining Securities Industry licenses, receiving dedicated study time for the 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.

After reaching key milestones, you will begin working in a financial center, helping to deliver Bank of America’s core banking, investment solutions, and client care approach. You will be equipped throughout the stages of development, and upon success as a licensed ADP Financial Solutions Advisor Stage I you will typically progress to Merrill Financial Solutions Advisor (MFSA). In that role, you’ll transition to a local Merrill Wealth Management office and continue to practice the skills learned by building a new portfolio of affluent and high-net‑worth clients.

Successful MFSA’s advance further within ADP, ultimately aiming to become a core Merrill Financial Advisor. The Academy will support you with dedicated programs, tools, and resources along your career journey.

• 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 prioritizes client interests
• Identifies appropriate client solutions through application of learnings and new information
• Applies relevant regulatory due diligence in daily activities and creates long-term client strategies

• 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 this position requires SAFE Act registration, you will be required to register and submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in immediate termination.

Shift: 1st shift (United States of America)
Hours Per Week: 40

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